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 CIBC Private Wealth Management

CIBC Wood Gundy

Burnett Okanski Dale Financial Group

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An Integrated Approach for your Wealth

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Investment Management

We work with you to navigate the markets, life events and any changes to your finances.

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Private Banking and Trust Services

Your experienced private banking team delivers services to meet your unique financial vision and strategy.

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Wealth Strategies

Your wealth strategists are skilled at navigating opportunities to structure, preserve and optimize your wealth.

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Stewardship

Your advisory team assists with some of life's most significant decisions. This includes multi-generational family wealth consultancy, financial education for younger generations, business succession and transition planning, and strategic philanthropy, foundations and legacy advisory.

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Contact us

Address

255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 660-3724
Toll-free: 1 (800) 265-5982
Fax: (519) 663-5037

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“CIBC Private Wealth Management” 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 Management 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.


The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.