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

Usher Ballard Wealth Advisory

  • Home
  • The group for you
    • Dean Usher
    • Leslie Ballard
    • Claire Sevigny
    • Becky Foster
  • Designed for you
  • Built for you
  • Market Insights
  • Community
  • Say hello

Built for you

Address 555 Legget Dr Suite 1030 Kanata ON, K2K 2X3
Telephone Number (613) 271-1511
Email Email us
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Telephone Number Tel

Built for you

Everyone’s needs are unique. And it’s important to have a solid team of professionals that can work together to look after all your overall financial needs and goals.

This is where our connection with you helps us build a customized wealth experience for you. And as your life circumstances change and evolve, our financial plan and team of wealth experts will, too.

Left to right Dean Usher and Linda Hahn

 

 

 

 

 

 

 

 

 

 

 

OUR SERVICES

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FINANCIAL PLANNING

  • Personal and Business Financial Planning
  • Retirement Income Planning
  • Inter-Generational Wealth Transfer
  • Tax-Optimization Strategies
 

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INVESTMENT SOLUTIONS

  • Asset Allocation Strategies
  • Pension-Style Asset Management
  • Risk Mitigation Strategies
  • Asset Growth and Wealth Preservation

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INTEGRATED WEALTH TEAM

  • Private Banking
  • Commercial Banking
  • Wealth Strategist
  • Insurance and Estate Planning
  • Trust and Advisory Services

 

 

ALL FOR YOU

At Usher Ballard Wealth Advisory, we have a well-rounded experienced team that truly enjoys connecting with clients. We all have a different area of expertise and work together to bring you a holistic wealth experience that supports what you want and need to achieve financial security.

CONNECT WITH US

 
 
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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.