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

The McDonald Group

  • About Us
  • Our Solutions
  • Our Team
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Our Solutions

Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 369-7534
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A client first mentality

We believe it’s essential to add value to our clients lives on and off their personal balance sheet. We want our clients to thrive - feeling inspired by our passion and ethos while benefiting from a personalized wealth strategy. As their financial advocate, we’re here to listen to our clients and care for their best interests. We have a client first mandate and a flexible platform capable of adhering to their unique goals and personalities. Together, we can apply our expertise and the strength of CIBC to solve any financial challenge they face.

 

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
 

Effective investment strategies and thought leadership

Over the past 25 years, substantial developments in technology have shifted commerce from the physical to the digital realm. This transformation has disrupted the fundamental drivers of value in global financial markets, and a new, digital economy has emerged. In today’s low interest rate environment, the underlying characteristics of this new economy challenges the effectiveness of traditional valuation models, asset allocations, and conventional portfolio management techniques.

 

The rise of the digital economy has created attractive investment opportunities in emerging industries and global financial markets. Being knowledgeable, active investors in this space allows us to design effective investment portfolios that give our clients a better chance at maximizing their risk-return trade off, and achieving their goals.

 

We build investment portfolios from the ground up by purchasing individual securities, creating well diversified, modern and effective solutions. This strategy gives us greater control over asset allocation, cash flows and tax obligations.

 
 
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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.