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

Brennan Financial Group

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Welcome to Brennan Financial Group!

 

Brennan Financial Group is a seasoned and dedicated investment advisor team committed to helping our clients achieve their financial goals through strategic and personalized financial decisions. Our team brings a wealth of knowledge and expertise to guide clients toward long-term financial success, and peace of mind.

 

Our clientele is comprised of individuals, families and businesses seeking to build, preserve and transfer wealth. We serve a diverse range of clients, including High-Net-Worth individuals, professionals, retiree’s and entrepreneurs.

 

 

CIBC Wood Gundy

 

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 1,000 advisors in 80 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

Our Team

Brennan

Peter Brennan, MBA, FCSI

Portfolio Manager
Senior Wealth Advisor

Email: peter.brennan@cibc.ca

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Telephone number: (416) 594-7518

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Phil Brennan, CIM®

Associate Investment Advisor

Email: Phil.Brennan@cibc.com

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Telephone number: (416) 304-0556

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Iana Ianko, CIM®

Client Associate

Email: iana.ianko@cibc.com

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Telephone number: (416) 861-3138

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Learn more

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

Contact us

Address

Brennan Financial Group Address
West Tower, The Bay Adelaide Centre
333 Bay St., Suite 2800
Toronto, ON M5H 2R2
Telephone number: (416) 594-7518
Toll-free: 1 (888) 867-8175
Fax: (416) 594-7951

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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.