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

Dean Hou

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Our Offerings

Address 277 Lakeshore Road East Oakville ON, L6J 6J3
Telephone Number (905) 272-6018
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Our Offerings

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
 
A couple getting investment advice from their advisor

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. Together with our CIBC partners we have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 

Core Services

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Precision-Driven Portfolios 

Each portfolio is crafted with precision, drawing on advanced financial analysis and a deep understanding of client situation and market dynamics. By integrating insights from both Eastern philosophies and Western investment practices, we create strategies that are as dynamic and multifaceted as your financial goals. 

Holistic Financial Solutions 

Your financial life is complex, and so are the solutions we offer. Whether it's investment management, tax planning, retirement strategies, or estate planning, our holistic approach ensures that every aspect of your financial world is aligned and working together to support your long-term goals. 

Adaptive Wealth Management 

In a constantly changing world, flexibility is key. Our adaptive wealth management approach ensures that your financial strategies evolve with you, responding to market shifts, life changes, and new opportunities to keep you on track towards your goals. 

 

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.