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Neil Yarmoshuk, Portfolio Manager

CIBC Wood Gundy

#408, 1688 152nd Street, Surrey, BC, V4A 4N2

Team Assets (Custodied)

$378-million

Typical Size of Household Accounts

$2-million -
$20-million

Minimum Account Size for New Business

$500,000

Typical Net-Worth of Relationships

$5-million -
$10-million

Neil Yarmoshuk is the managing partner of the Yarmoshuk Reedman Huehn Financial Group at CIBC Wood Gundy. The reach of his business is nationwide, however the core of his practice is rooted in B.C.

Neil’s team of wealth advisors is solely dedicated to helping affluent Canadians manage and align their wealth with the things that are most important to them. They achieve this through a client-centric approach, rooted in getting to know their clients very well in order to act in their best interests. From the moment clients walk in the door, they notice a difference; they are the focus of everything the team does.

The team’s growing success continues to be built on attracting and retaining exceptional people who thrive in their ability to help others. Clients leverage the team’s bench strength and processes to make their wealth management experience more efficient and continuous, and achieve greater outcomes. Client feedback has been exceptional.

In 2015, Neil was recognized by the Peace Arch Hospital Foundation with a Friends of the Foundation award for his financial contributions to the hospital. He recently joined the hospital foundation’s board in hopes of making an even bigger difference.

In his spare time, Neil enjoys training and travelling with his wife, Lisa, to compete in triathlons. They both enjoy skiing with their three kids. Recently, Neil began playing guitar again after a 30-year hiatus. Friends are important to Neil and Lisa. They enjoy entertaining them at their home, where Neil has a passion for gourmet cooking and an appreciation for collecting and sharing wine.


Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.