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

Acton Financial Group

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Address First Sarnia Place, 201 N. Front Street Suite 505 Sarnia ON, N7T 7T9
Telephone Number (519) 332-1675
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"Your Success Is Our Motivation"

The Acton Financial Group offers over 50 years of combined experience working with corporations, small business owners, families and high net-worth individuals. We specialize in managing wealth for those looking for the highest quality of professional advice.

We provide a comprehensive wealth management approach where we take the time to understand your financial goals and develop, implement and monitor financial solutions that are personalized to you. We pride ourselves on providing outstanding client service every step of the way.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Acton Financial Group

Warren Acton

Warren Acton, MBA

Senior Wealth Advisor
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Travis Acton

Travis Acton

Associate Wealth Advisor
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Contact us

Address

Acton Financial Group Address
First Sarnia Place, 201 N. Front Street
Suite 505
Sarnia, ON N7T 7T9
Telephone number: (519) 332-1675
Toll-free: 1 (800) 386-0025
Fax: (519) 332-1453
 

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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.