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Montreal Le Ville Marie
1 Place Ville Marie
Bureau 4125
Montréal, Québec
H3B 3P9
Map Link
Tel: (514) 282-6850
Toll Free: +1 (888) 282-6850
Fax: (514) 282-6877

Josh Rosenmeier

Tel: (514) 392-7681
Toll Free: +1 (877) 392-7600
Fax: (514) 392-7601
Josh.Rosenmeier@cibc.com

Joshua Rosenmeier

Titles & Designations

  • Investment Advisor
  • Financial Planner

Languages Spoken

  • English
  • French
  • Hebrew/Yiddish

Specialties

  • Charitable Giving
  • Equities
  • Exchange Traded Funds (ETF)
  • Fee-based Accounts
  • Financial and Estate Planning
  • Fixed Income Products
  • Insurance Solutions
  • Mutual Funds
  • Retirement and Financial Planning
  • Solutions for Business Owners

Licensed In

  • Quebec

An Integrated Wealth Management Approach

With an integrated approach that encompasses wealth strategies, disciplined investment management and sound stewardship, you will find customized services and solutions to meet all of your financial needs.



Private Banking and Trust Services

Investment Management

Stewardship

Your private banking team brings our finest services and banking expertise to you, to help deliver your unique financial vision and strategy.

  • Full-service Banking
  • Bespoke Lending
  • Partner Capital Loans
  • Cash and Liquidity Management
  • Estate and Trust Services

Your advisory team offers rigour and discipline through market cycles, personal milestones and the full evolution of your wealth.

  • Discretionary/Managed Portfolios
  • Full-service Investment Advisory
  • Custom Capital Markets Solutions
  • Monetization of Concentrated Positions
  • Investment Counsel
  • Self-directed Investing

Your advisory team assists with some of life's most significant decisions including succession, inheritance, strategic philanthropy and your lasting legacy.

  • Business Succession and Transition Planning
  • Multi-generational Family Wealth Consultancy
  • Financial Fluency for Younger Generations
  • Strategic Philanthropy, Foundations and Legacy Advisory

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.