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

Theresa McArthur

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Address 100 Venture Run Suite 305 Dartmouth NS, B3B 0H9
Telephone Number (902) 717-7004
Email Email us
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OUR PRODUCTS AND SERVICES

Your Success—Front and Centre

By first understanding your goals, we develop a tailored investment approach that puts the global capabilities of CIBC Wood Gundy to work for you.

We can help turn your financial goals into reality with our investment expertise and planning experience. We offer:

• Objective advice

• Dedicated client services

• Innovative solutions

Our services are especially beneficial for:

• Business owners

• Executives and professionals

• Individuals and families

 

An Integrated Wealth Management Approach

We take a comprehensive approach to managing, building and protecting your wealth. It all starts with understanding you and your goals, which are supported by our customized services and guidance to keep you moving forward. We support you in the following key areas:

• Retirement and cash flow planning

• Estate and Trust planning

• Tax-efficient investment planning

• Insurance

• Customized investment solutions

• Fee-based accounts

• RSP/RRIF/TFSA/RESP/non-registered accounts

 
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 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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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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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.