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

Danisi Financial Group

  • HOME
  • WHO WE ARE
    • Our Team
    • Our Value Proposition
    • Our Process
    • The Network Effect
    • Our Client Commitments
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Not-For-Profits & Foundations
  • HOW WE HELP
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Insurance
    • Estate & Tax Planning
  • OUR OFFERING
    • Products
    • Services
  • MARKET INSIGHTS
  • CONTACT US

Products

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 282-6857
Email Email us
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Telephone Number Tel

Products

1. A woman sitting in a living room sitting on a white couch with a card in one hand and a phone in the other

Asset Advantage Account

If you’re looking for a unique money management tool, consider the CIBC Wood Gundy Asset Advantage Account (AAA). With the AAA, your Investment Advisor provides professional advice, and you receive credit card services.

Enjoy all of the features and benefits of a full-service investment account including special banking privileges, preferred interest rates, a CIBC Wood Gundy Advantage debit card with 24-hour worldwide access through electronic banking services and access to CIBC credit cards*.
(*excludes corporate and U.S. dollar visas for auto pay service)

 
An investment advisor shaking a woman’s hand, who is sitting in her home alongside her husband

Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
2. A couple sitting at the kitchen table looking at a sheet of paper in front of an open computer

Individual Pension Plan (IPP)

Working together, we can create a retirement plan that includes solutions like an Individual Pension Plan (IPP) to help you transition to a comfortable retirement.

An IPP is a defined benefit pension plan that typically provides significantly higher contributions than those permitted within a Registered Retirement Savings Plan (RRSP), when certain age and income conditions are met. That means you could have more tax-sheltered savings for retirement.

 

A PREMIUM ACCOUNT SERVICE

With the Portfolio Partner premium fee-based service, we work closely with you to implement an investment strategy tailored to your unique goals. We then work together to manage your portfolio on an ongoing basis so you can focus on what matters most to you.

Enjoy the following benefits with a CIBC Wood Gundy Portfolio Partner account.

  • Professional advice and access to a wide range of investment option

  • Preferred interest rates on cash balances and margin loans

  • No annual administration fee for enrolled, registered accounts

  • Potential tax benefits

  • Renowned investment, corporate and industry research

  • Detailed account statements and online access to account updates

An annual fee, (either monthly or quarterly), gives you  freedom to pursue your investment strategy without worrying about  individual transaction costs.

<p>Minimum account balance of $100,000 per household applies. There are a maximum number of commission-free trades allowed each year, based on the value of your account. Trades and annual fees are pro-rated on an annualized basis. A standard trade fee applies to excess trades.</p>
 
 
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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.