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

Jacob Beumer

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Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7874
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At CIBC Wood Gundy, we specialize in providing comprehensive financial planning and wealth management services tailored to the unique needs of affluent individuals and families. Our mission is to guide clients through every stage of their financial journey, ensuring both immediate and long-term objectives are met with confidence and clarity.

Our approach begins with a thorough understanding of each client’s financial landscape, goals, and aspirations. We recognize that high net worth individuals require a sophisticated, personalized strategy that adapts to changing circumstances and evolving priorities. Through collaborative planning, we help clients build, preserve, and transition wealth effectively.

Investment management is at the core of our advisory services. we employ rigorous analysis and in-depth research to construct diversified portfolios designed to maximize returns while managing risk. Our team continuously monitors market developments and adjusts strategies as needed, ensuring clients’ investments remain aligned with their objectives.

Retirement planning is another cornerstone of our practice. We work closely with clients to develop tailored plans that provide financial security and flexibility throughout retirement. By considering factors such as lifestyle goals, income needs, and potential healthcare expenses, we help clients navigate the complexities of retirement with peace of mind.

Estate Preservation, we partner with trusted specialists in estate preservation and tax planning. These collaborations ensure that clients benefit from holistic solutions that address legacy planning, wealth transfer, and tax efficiency. Our integrated approach safeguards family wealth for future generations and optimizes every aspect of the financial plan

Ultimately, our objective is to empower clients to achieve their financial goals and confidently manage any unexpected changes life may bring. Through proactive guidance, comprehensive planning, and a commitment to excellence, our team stands ready to support clients in building lasting financial success and security.

 

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.

Learn more
 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Nigel Newland

Nigel Newland, B.Comm., CFP

Estate Planning Specialist

As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.

Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.

Fred Kyriazis

Fred Kyriazis, CPA, CA

Estate Planning Specialist

I am an Estate Planning Specialist with CIBC Private Wealth Management. As a Chartered Professional Accountant, my focus over the years has been working with private business owners, professionals and farmers in developing strategies to help minimize their tax burden at various stages in their lives, including business transitions and estate planning.

 

I have developed a holistic approach to estate planning and provide my clients with solutions that will help them achieve their goals as it relates to their estate by minimizing the impact that taxes can have on a family’s estate.

Nigel Newland

Nigel Newland, B.Comm., CFP

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.

Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.

Fred Kyriazis

Fred Kyriazis, CPA, CA

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

I am an Estate Planning Specialist with CIBC Private Wealth Management. As a Chartered Professional Accountant, my focus over the years has been working with private business owners, professionals and farmers in developing strategies to help minimize their tax burden at various stages in their lives, including business transitions and estate planning.

 

I have developed a holistic approach to estate planning and provide my clients with solutions that will help them achieve their goals as it relates to their estate by minimizing the impact that taxes can have on a family’s estate.

 

Contact us

Address

Jacob Beumer Address
150 Elgin Street
Suite 2100
Ottawa, ON K2P 1L4
Telephone number: (613) 783-7874
 

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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.