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

Campbell Taylor

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Our solutions

Address 126 Wellington Street West Suite 101 Barrie ON, L4N 1K9
Telephone Number (705) 720-1416
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OUR PRODUCTS AND SERVICES

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

  • Financial planning
  • Investment advice 
  • Registered savings solutions
  • Estate planning
  • Business transition planning 
  • Charitable giving
 
A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
A couple getting investment advice from their advisor

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 professional investment managers.

 
An investment advisor shaking a woman’s hand, who is sitting in her home alongside her husband

Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
A group of people in business attire discussing with an investment advisor

Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

Click here Opens in a new tab.
 

Profit From Professional Management With CIBC Wood Gundy Investment Consulting Service

Effectively managing your investments requires in-depth knowledge of economic conditions, market forces, and the complex financial environment. If you're like many investors, the demands on your schedule don't allow you to dedicate as much time to the management of your financial affairs as you would like.

Investment Consulting Service is an exclusive investment service for clients with sophisticated needs. It offers the breadth of choices you expect from a major investment firm and provides access to an institutional-style of investing.

Through Investment Consulting Service you are provided with:

  • A custom portfolio tailored to your investment objectives and risk profile.
  • Access to a wide range of investment strategies enabling us to build a balanced, diversified institutional-style portfolio at a competitive fee for you.
  • Confidence in knowing that CIBC Wood Gundy, Canada's leader in separately managed accounts1, and its due diligence team will continuously monitor the investment managers to ensure that they continue to perform to our high standards.
  • Controlled risk through the strategic combination of a broad selection of asset classes, geographic regions, market capitalizations, investment management styles and individual investment managers.

Investment Consulting Service is just one of the managed money solutions I offer my clients.

CIBC Wood Gundy is responsible for the advice provided to CIBC Wood Gundy Investment Consulting Service ("ICS") clients by any of the ICS investment managers. The ICS program manager, CIBC Asset Management Inc., is a subsidiary of CIBC. ™CIBC Asset Management is a registered trademark of Canadian Imperial Bank of Commerce – CIBC Asset Management Inc. licensee.

1 Source: The Fee Based Report, Winter 2009, published by Investor Economics Inc.

Axiom Portfolios 

Offered through our partners, CIBC Asset Management Inc., Axiom Portfolios provide the benefits and peace of mind of sophisticated portfolio management while simplifying the administration, management and reporting of a portfolio. 

With eight portfolios to choose from, investing in Axiom Portfolios provides: 

  • Access to the accumulated knowledge and expertise of managers from across Canada and around the world.
  • Risk management through rigorous due diligence and built-in rebalancing. Axiom benefits from the oversight provided by a dedicated and experienced team of investment professionals who selects and monitors the investment managers of underlying investments of Axiom.
  • Multiple levels of diversification. By diversifying at multiple levels, the risks associated with an over reliance on any one individual stock, fund, sector, geographical region or management style are minimized.
  • Comprehensive quarterly reporting. 

Axiom Portfolios are designed to meet the needs of various types of Canadian investors. For more information, contact us today.

 

™Axiom and Axiom Portfolios are registered trademarks of CIBC Asset Management Inc. (CAMI). CAMI is the portfolio advisor, manager and trustee of the Axiom Portfolios. CAMI is a wholly-owned subsidiary of CIBC and, therefore, an affiliate of CIBC Wood Gundy. The Axiom Portfolios are connected issuers of CIBC World Markets Inc.

Asset Advantage Account® (AAA) Delivers Successful Money Management

Asset Advantage Account simplifies your life by conveniently integrating your investment account with the management of your everyday finances. A multi-faceted investment service that integrates all your investment, banking and borrowing transactions into one easy-to-access account, AAA seamlessly links my financial expertise with the banking resources of CIBC.

The features of AAA include:

  • One-to-one personalized investment services
  • Powerful compounding on cash balances: CIBC Wood Gundy's best interest rates on Canadian and U.S. funds
  • Interest rates on margin accounts that are among the lowest in the industry, applicable regardless of the size of the loan

Convenient banking features include:

  • Access anywhere, anytime to your accounts 24 hours a day, seven days a week through CIBC Online and Telephone Banking
  • Comprehensive reporting to help you manage your portfolio

Asset Advantage Account is an integrated financial management solution that allows you to consolidate your most important financial services in a single account.

 

®Registered Trademark of CIBC World Markets Inc.

 
 
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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.