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

Peggy Pan

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Services

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-0376
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OUR PRODUCTS AND SERVICES

Our passion is helping clients with unique and complex needs to achieve their investment goals.

It is our belief that a good financial plan starts with an understanding of your family’s values, beliefs and goals, and supports them with a plan that points the way for future years, and across future generations.

We work with an exceptional team of highly-qualified professionals with the experience to design effective strategies to help you achieve your investment goals.

 

GICs and HISAs

Bonds

Preferred Shares

Stocks, ETFs, and CDRs

Mutual Funds

Structured Notes

Options and Derivatives

Private Equities and Private Credits

Segregated Funds and Annuities

Life and Health Insurances

Business Accounts

Retirement Solutions and Pension Services

Financial Plans

Portfolio Review and Construction

 

 
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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.

 
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.

 
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.

 
A group of people in business attire discussing with an investment advisor

Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
 
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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.