René Veillette

CIBC GLOBAL ASSET MANAGEMENT

Montreal, H3B4W5

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CRD#: 7531497

Professional summary

René Veillette, who also goes by Rene Veillette, is a registered financial advisor currently at CIBC GLOBAL ASSET MANAGEMENT .

René is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. René has worked at 1 firm and has passed the Series 3 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rene Veillette

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view René Veillette's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 12, 2022 - Present

CIBC GLOBAL ASSET MANAGEMENT

Office #1: 1000 De La Gauchetière Suite 3200, Montreal, H3B4W5

RIA

CRD#: 106508

Montreal,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CIBC GLOBAL ASSET MANAGEMENT

CIBC ASSET MANAGEMENT INC. | TAL GLOBAL ASSET MANAGEMENT INC | CIBC PRIVATE INVESTMENT COUNSEL | CIBC GLOBAL ASSET MANAGEMENT INC. | CIBC GLOBAL ASSET MANAGEMENT

CRD#: 106508 / SEC#: 801-9707

RIA

Registered Investment Advisory firm - (1/2/1974 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 3

Date: 4/30/2014

National Commodity Futures Examination

Current Firm

CIBC GLOBAL ASSET MANAGEMENT

CIBC ASSET MANAGEMENT INC. | TAL GLOBAL ASSET MANAGEMENT INC | CIBC PRIVATE INVESTMENT COUNSEL | CIBC GLOBAL ASSET MANAGEMENT INC. | CIBC GLOBAL ASSET MANAGEMENT

CRD#: 106508 / SEC#: 801-9707

RIA

Registered Investment Advisory firm - (1/2/1974 Approved)

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Contact information

Main Address

81 Bay Street 20th Floor, Toronto, On, M5J 0E7

Mailing Address

Phone number

(877) 363-5620

Established

Firm type

Fiscal year end

# of Employees

415

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMI ADV PART 2 - 01.29.25 (1/29/2025)

CPIC ADV PART 2 - 01.29.25 (1/29/2025)

Regulatory assets under management

Total Number of Accounts	19,662
AUM (Assets Under Management)	$ 141,773,703,254

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/28/2025	Cover Page	Report
04/30/2024	Cover Page	Report
03/29/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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René Veillette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view René Veillette's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIBC GLOBAL ASSET MANAGEMENT

Primary Firm SEC Registration

CIBC GLOBAL ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 3

Date: 4/30/2014

Current Firm

CIBC GLOBAL ASSET MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CIBC GLOBAL ASSET MANAGEMENT

TRUST BUT VERIFY

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