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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Bard Wealth Management

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  • ABOUT US
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  • CONTACT US
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Address 1623 Avenue Road Toronto ON, M5M 3X8
Telephone Number (416) 785-2766
Email Email us
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Bard Wealth Management

 

Our Mission

Through a consultative, holistic process, our purpose is to build coordinated plans customized to each client and, with the highest level of service, to execute strategies to help guide them through major wealth transitions.

 

Our Philosophy

We believe that each client has a unique financial vision, which can be realized by developing a customized asset allocation model and managed through tactical asset allocation shifts. We base these shifts on macroeconomic trends in order to improve the risk adjusted return of your portfolio.

 

Once you're there, everything will already be in place.

When you're used to a reliable income, there is only one thing that can offer you reassurance about retirement: having everything in place to support you once you retire. This is true for all major transitions. You want confidence in knowing that you've done all that needs to be done in preparation.

Between multiple sources of income, new taxation requirements, and day-to-day market shifts, there are numerous moving parts that add to the complexity of the situation.

Our process is aimed at getting them all to run like clockwork. This allows you to know exactly when and how much is coming in, with the confidence that it will continue to do so throughout your retirement years.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our Team

Earl Bard Headshot

Earl Bard, B.Comm.

Senior Wealth Advisor
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John DiGiacomo

Financial Associate
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Justine Wong

Client Associate
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Bard Wealth Management team  

About us

Learn more about our team, who we are and what we do.

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Our approach

We hold ourselves to clear, strict processes throughout our relationships with clients. Learn more about our approach to wealth management.

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Testimonials

"He listened and understood what I wanted to accomplish, and he put everything in order to make it happen." Find out what Earl's clients say about him.

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Contact us

Address

Bard Wealth Management Address
1623 Avenue Road
Toronto, ON M5M 3X8
Telephone number: (416) 785-2766
Toll-free: 1 (800) 488-8688
Fax: (416) 789-1025
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.