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 our professional investment managers.

 

Estate Planning

With considerable experience in complex generational asset transitions, we have the expertise to develop a unique estate plan to ensure a smooth and tax-effective movement of wealth for your family.

 

Strategic Philanthropy

The CIBC Wood Gundy Giving Back program facilitates the development of personal, donor advised funds and we provide advice on tax-effective philanthropy. Through the establishment of your own personal charitable foundations we can help you make positive impacts on your community in ways that are most meaningful to you.

 

Financial Planning

We have the expertise of our experienced, in-house financial planners, insurance team and legal counsel, to create your in-depth financial plan. As your wealth grows and priorities change, our dynamic financial plans will adapt to your circumstances.

 

Registered Saving Solutions

We offer a full suite of registered saving plans, tailored to your individual circumstances and financial goals. We help you choose the registered accounts that are right for you, developing tax-effective plans to meet your needs.