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, we can help meet all aspects of your financial situation throughout your lifetime.
Why Work With Us?
Our clients benefit from having their financial interests managed by a team of trusted and experienced investment advisors with over 70 years of combined industry experience.
Our group aims to build relationships with a select group of families for whom growing maintaining and transferring intergenerational wealth, in a focused, disciplined and strategic way is a major priority. Accordingly, we act in the capacity as the primary Financial Consultant to assist our clients in identifying, prioritizing and quantifying each financial goal and to develop a comprehensive financial planning based strategy to accomplish those goals.
"You'll only retire once, we help people retire everyday. We firmly believe the best way to provide you with a high level of service and investment advice is through our co-ordinated and time-tested approach. We realize that organizing your financial affairs and planning a worry-free retirement is especially difficult in this low interest rate environment. If you could benefit from professional advice or are interested in receiving a second opinion, please contact us at 416-369-2104 or Email Us We are here to help and would be pleased to speak with you."