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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Doyle Jacobs Advisory Group

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Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (855) 420-6228
Email Email us
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Client Appreciation Day

Client Appreciation Day

Thank you for being a client. We’re grateful for your trust and the opportunity to support you in achieving your financial goals.

 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
 

We start with what is personal to you

Your Financial Roadmap

Your financial journey begins by discovering the things that are most important to you, then developing a pathway to help accomplish these objectives.

Our community knows our level of commitment. We are committed to our community and their hopes, dreams, causes and concerns.

Each family’s financial roadmap is different and dynamic. We sit down and in very simple terms – listen.

We provide you with a financial vision statement on ONE page.

Most folks find financial services complex and impersonal … we start with what is personal to you. One page with your financial hopes and dreams

Click here to see Doyle Jacobs Advisory Group Roadmap.

 

The Brady Doyle Advisory Group Roadmap

 

Our team is honored to be featured in My Business Magazine. Check out the article here!

 

My Team

Brady Doyle

Brady Doyle, B.B.A., CIM, FCSI, AICB, PFP, CFP®

Portfolio Manager
Senior Wealth Advisor
Ross Jacobs

Ross Jacobs, MBA, CIM®

Senior Wealth Advisor
Leanne Moore

Leanne Moore

Financial Associate
Nancy Wry-Wilton

Nancy Wry-Wilton

Client Associate
Liza Polivina

Liza Polivina

Administrative Assistant
Learn more
 

Contact us

Address

Doyle Jacobs Advisory Group Address
1969 Upper Water Street, Tower Two
Suite 1801
Halifax, NS B3J 3R7
Telephone number: (855) 420-6228
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.