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

Luke Morgenstern

  • Who We Are
  • What We Do
  • About CIBC Wood Gundy
  • Market Insights
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  • Contact Us

What We Do

Address 4110 Yonge Street Suite 600 Toronto ON, M2P 2B7
Telephone Number (289) 231-4181
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What We Do

Investment Philosophy
Luke stands out with a philosophy of Simple Beats Complex. Embracing simplicity and leveraging statistical data, he trusts market dynamics, emphasizes cost management, and crafts precise investment strategies. Clients benefit from his nuanced understanding of market trends, reflected in reliable, statistically informed portfolios. His data-driven approach establishes him as a trusted partner in navigating investment complexities while informing his clients with industry insights.
 
 
Personalized Investment Strategies
Luke's guiding investment philosophy is focused on long-term success. The strategy must also be deeply personal to each client. To optimize your investments, he delve's into your risk profile, time horizon, and goals. By incorporating statistical data and insights, He tailor's a portfolio uniquely crafted for your circumstances, addressing your specific needs and desires. His commitment to a personalized approach ensures not just investments, but solutions that stand the test of time.
 
 
Adherence to long term Goals
The paramount focus rests on the enduring significance of attaining long-term goals, recognizing that navigating the short-term is a prerequisite to reaching this pinnacle. To facilitate this journey, risk management strategies are meticulously designed and adjusted to curtail volatility, particularly amidst tumultuous market disruptions. The overarching aim is to enable steadfast adherence to your long-term investment blueprint.
 

Services

 

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

- Financial planning

- Investment advice 

- Registered savings solutions

- Estate planning

- Business transition planning 

- Charitable giving

 
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. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
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).

 
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.

 
 
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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.