CIBC Wood Gundy

More than just investments.

Jackie Van Vliet helps her clients with financial planning, professional investment management, estate planning, tax planning, and more. Jackie builds trusting relationships with her clients, and gives them peace of mind, so that they can focus on doing what they do best.

As an Investment Advisor with CIBC Private Wealth, Jackie helps her clients live their best lives. Despite her title, she believes her job is about so much more than "just the investments". She helps her clients discover what their purpose for their wealth is, and becomes their financial quarterback - bringing in strategic partners to address their wealth needs, and put them on track to achieve their goals.

Jackie has a home office in Sun Peaks, and gives her clients the option of meeting at the CIBC Wood Gundy office in Kamloops, or wherever they feel most comfortable—whether that’s in their home, local coffee shop, or on the slopes!

Get in touch with Jackie to schedule your discovery meeting.