Home

Welcome Calgary

Wood Gundy has built a legacy of client service and integrity since 1905 by serving as a trusted advisor for affluent families and entrepreneurs. At the Calgary Branch of CIBC Wood Gundy, we take this tradition seriously and are committed to delivering the highest level of personalized and integrated wealth management solutions. We truly believe we have one of the most experienced teams of wealth advisors in Canada.

Together with our partners, our team has the expertise to provide you with the wealth strategies that address every area of your financial situation.

It is our mission to make our clients the focus of everything we do. We build relationships based on trust and demonstrate integrity and respect for our clients by practicing open, honest communications and fair business practices. As our client's trusted solution provider, our measurement of success is their financial peace of mind.

We are proud of our history and are committed to earning the trust of our clients every day. Please take a moment to review our website and learn more about us.

Highlighted on the site are a few Calgary branch and company milestones, details of the services we offer, and the community initiatives we are involved in. We welcome the opportunity to further introduce our branch and share how our CIBC Wood Gundy can benefit you.

Sincerely,
CIBC Wood Gundy

Nathan Thornton
District Branch Manager
CIBC Wood Gundy

It is critical that your Investment Advisor's experience, personality and expertise aligns with what's most important to you.

Here are some key questions to consider when meeting an advisor:

• What is your investment philosophy? 

• What other types of services over and above investment services do you offer (financial planning/ estate planning/ retirement planning)? 

• What is the cost for your services? 

• Is there a particular type of client that you work with (professional/ business owner/ retiree)? 

• What are your credentials?