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

Toronto Yorkville

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Experience The Difference Superior Wealth Management Can Make

The Yorkville Group is made up of a group of elite financial advisors who have come together to create one of the premier wealth management offerings in Toronto.

We are proud to offer affluent families and entrepreneurs a superior wealth management experience within a boutique-style location. Add to that the global resources of CIBC, and we can offer a strong track record of providing superior wealth management along with the planning strategies to help clients achieve their financial objectives.

What we believe

In the Yorkville branch, we have assembled the most experienced team of wealth advisors in Toronto. We believe our team has the experience and expertise to provide you with innovative financial solutions that address every area of your financial situation. We have experts in financial and estate planning, business transition planning and wealth management. All delivered with the highest standards of service. Experience the difference we can make to your wealth.

Our promise

Regardless of which Advisor you work with in The Yorkville Group, earning your trust and confidence is our number one priority.

Once we have listened to you carefully, and fully understand all the issues that impact your net worth and well being, including your objectives, goals and risk tolerances, we can prepare your customized plan.

We are committed to helping your reach your goals by providing the best, possible choice of solutions. Always. We take a long-term, pragmatic approach, establishing realistic goals and getting there with your risk tolerance in mind.

Our Investment Advisors & Teams

Douglas Eickmeier

Friedman Investment Group 

Gary Pelow 

Glen Daniel

Greenwood White Group 

James Williamson

RK & Associates 

Steven Krupica 

Terry Fisher

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
Learn more

Contact us

Address

150 Bloor Street West
Suite 501
Toronto, ON M5S 2X9
Telephone number: (416) 369-8130

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.