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

Brendon Da Costa

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About us

Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5325
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About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Brendon Da Costa

Brendon Da Costa

Investment Advisor

Tel:

(519) 883-5325

Email:

brendon.dacosta@cibc.com

Brendon Da Costa

Brendon Da Costa

Investment Advisor
(519) 883-5325
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brendon.dacosta​@cibc.com
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Jessica Sheehan

Client Associate
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Jessica.Sheehan@cibc.com
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jamie Cote

Jamie Cote, MBA, CFP, CIM

Financial Planning Specialist

As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.

 

Jamie Cote

Jamie Cote, MBA, CFP, CIM

Financial Planning Specialist
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As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.

 

 
 
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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.