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

West Bay Wealth Management

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Our Solutions

Address 235 17th Street West Vancouver BC, V7V 4T1
Telephone Number (604) 925-9235
Email Email us
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Telephone Number Tel

Solutions Overview

Your ambitions deserve unique solutions. Together with our CIBC partners, we offer customized support and advice that can address all of your financial needs, including:

  • 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.
  • 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.
  • Registered savings 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), Registered Education Savings Plans (RESP) and First Home Savings Account (FHSA).
  • 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.
  • 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 team helps you understand your options and identify an effective strategy.
  • 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 can 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:
  • Individual Pension Plan (IPP)
    • Working together, we can create a retirement plan that includes solutions like an Individual Pension Plan (IPP) to help you transition to a comfortable retirement.
    • An IPP is a defined benefit pension plan that typically provides significantly higher contributions than those permitted within a Registered Retirement Savings Plan (RRSP), when certain age and income conditions are met. That means you could have more tax-sheltered savings for retirement.
  • Socially Responsible Investing
    • Socially Responsible Investing is the inclusion of Environmental, Social and  Governance (ESG) considerations into the management and selection of investments.
    • Many Canadian consumers like you are concerned about impacts of purchases on the environment and on the individuals involved in their production and distribution. Canadians reward companies that have strong commitments to environmental and social responsibility and good corporate governance.
    • This consumer trend translates into a strong interest in RIA among Canadians who know about SRI.
<p>Given the complexities involved, specialized tax and pension advice must be sought to ensure an Individual Pension Plan (IPP) is appropriate to individual situations. An IPP strategy must be considered within the context of a comprehensive financial and estate plan.</p>
 
 
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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.