Ley Wealth Management Group
Toll Free: +1 (877) 217-9323
Fax: (905) 372-6281
A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.
As a CIBC Wood Gundy Investment Advisor, I can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Capitalizing on the strengths of CIBC, I have access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.
Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. CIBC Wood Gundy's personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, I can help meet all aspects of your financial situation throughout your lifetime.
Understanding Your Goals
To find the right investment solutions, you need to work with someone who genuinely understands your financial goals, as well as your life's goals. As your Investment Advisor, we can provide the expertise you are looking for, while helping you make the most of your financial resources.
Creating A Wealth Management Plan
At CIBC Wood Gundy, our wealth management process begins with listening to your concerns and gaining a thorough understanding of your personal objectives. The planning process will address every area of your financial life, from investments to insurance, from estate planning to charitable giving. Together, we'll create a long-term wealth management strategy that helps you manage risk over time, improve performance potential in a variety of market conditions, and keep your portfolio aligned with your goals. we'll keep your financial strategy up-to-date through periodic reviews and regular communications.
Comprehensive Service And Support
A long-term relationship with CIBC Wood Gundy provides more than just investment solutions and advice. You'll also have dedicated support from our personal team of investment experts, as well as the comprehensive resources of CIBC Wood Gundy. Unique in the industry, our exclusive Rapid Response Team is an additional resource available to help solve issues quickly. As a client, you will also have access to a broad range of online tools, research and resources on our website,cibcwoodgundy.com.