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

The Arabia-Borovilos Advisory Group

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Our services

Address 277 Lakeshore Road East Oakville ON, L6J 6J3
Telephone Number (905) 337-5401
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Our services

One of the true advantages of working with The Arabia-Borovilos Advisory Group is the full suite of services available to you.

  • Discretionary Investment Management
  • Portfolio Management
  • Foundations, Endowments, Philanthropy
  • Risk Management
  • Financial Planning
  • Estate Planning
  • Insurance Planning
  • Intergenerational Wealth Transfer
  • Investor Education
 
A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
A couple getting investment advice from their advisor

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 

Testimonials 

Our years of investment experience have taught us that there’s nothing better than helping clients meet their life goals. Here’s a snapshot of what some clients had to say.

 

“Over the past decade and through a lot of market uncertainty, the team protected our investments in a way that gave us much-needed peace of mind.”
CFO, Burlington, ON

 

“As we approached retirement, we knew we were going to need consistent income. This team helped us to understand what it is we would need and were able to make it happen.”
Retired Executive, Oakville, ON

 

“Being in contact with our investment advisor is important to us. Michael provided the right touchpoints to keep us informed and on track.”
Small Business Owner, Toronto, ON

 

The light is always on

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.