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 CIBC Private Wealth Management, CIBC Wood Gundy
 Allan Bush Investment Team, Better Together.
 CIBC Private Wealth Management, CIBC Wood Gundy
 Allan Bush Investment Team, Better Together.
  • Home
  • Team
    • Our team
    • Our partners
  • About
    • Our philosophy
    • Our process & services
    • What clients say
  • Community
  • Blog
  • Contact us

Our partners

Our partners

Internal Partners

Exclusive Financial Services

As part of your experience, we offer a complete array of exclusive financial services backed with the unified strength of CIBC Wealth Advisory Services.

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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Alla Klein

Alla Klein, MBA

Senior Private Banking Advisor

A key part of Alla's role is to provide clients and their family with convenience, flexibility and peace of mind through the services and the financial solutions she offers. She starts by understanding her client's financial goals, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Along with her Associate she offers highly personalized, proactive attention, along with timely, professional and reactive services. Alla has been in the financial services industry since 2006.

Manjit Dhir

Manjit Dhir, BA, CFP, CLU, CHS

Estate Planning Specialist

Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.

Alla Klein

Alla Klein, MBA

Senior Private Banking Advisor

A key part of Alla's role is to provide clients and their family with convenience, flexibility and peace of mind through the services and the financial solutions she offers. She starts by understanding her client's financial goals, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Along with her Associate she offers highly personalized, proactive attention, along with timely, professional and reactive services. Alla has been in the financial services industry since 2006.

Manjit Dhir

Manjit Dhir, BA, CFP, CLU, CHS

Estate Planning Specialist

Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.

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Team

We are an exclusive team that helps you achieve your goals with our unparalleled service.

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Philosophy

We have a different way of thinking about investing that is effective in any market cycle.

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Process

We have developed a defined process that will allows us to work directly with each client.

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Community

We have a strong belief that partnership goes beyond the business and into the community.

 


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Contact us

150 Caroline Street South, 3rd Floor,
Waterloo, Ontario, N2L 0A5, Canada

Phone: (519) 883-5353

Toll free: 1 (800) 891-1004

Fax: (519) 888-6887

allan.bush@cibc.ca

 

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 IIROC  Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.