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

Barrie

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Welcome to the Barrie branch

 

Wood Gundy has built a strong and lasting legacy of client service, relationships and integrity for over a century by acting as a trusted advisor for affluent families, business owners, and entrepreneurs.

At the Barrie Branch of CIBC Wood Gundy, our team stays inspired with this tradition; and make it our priority to stay committed to delivering the highest level of portfolio management, tax planning, estate planning and integrated wealth management solutions for our clients.

Working together with our partners, our Investment Advisors have the expertise, experience, and support to provide you, your family, or your business with the wealth strategies that address every area of your financial situation.

As a CIBC Wood Gundy branch, our goal is to make our clients the focus of everything we do. We build relationships based on trust and experience, and demonstrate integrity and respect for our clients by practicing open, honest and continuous communication, while keeping our clients educated and informed.

As our clients trusted wealth solutions provider; our measurement of success is their financial peace of mind. We are proud of our history, our Investment Advisors, our approach, but most importantly, our clients, whom we are committed to every day.

Please take time to discover our website and how we can start to build a relationship with you.

 

Sincerely,

 

Barry Graves

Branch Manager

Northern & Eastern Ontario Complex

CIBC Wood Gundy

Our Investment Advisors & Teams

Bradley Kennedy

Dave Bassett

Larmand Investment Group 

Michael Van Berkel

RW Wealth Advisory Group 

Richard Fenton

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Learn more about how our CIBC Wood Gundy Barrie branch is participating in our community.

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CIBC Wood Gundy Blog

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Contact us

Address

Barrie Address
126 Wellington St. West, Suite 100
Barrie, ON L4N 1K9
Telephone number: (705) 728-6215
Fax: (705) 728-8733

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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.