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

David Ricciardelli

  • Home
  • Our Approach
  • Our Philosophy
    • Our Investment Philosophy
    • Our Client Pledge
    • Our Services
  • Our Team
  • Useful Resources
    • Books
    • Investing Tools, Mailing Lists and Websites
    • Financial Literacy
    • Community
  • Blog
  • Contact us

Our Approach

Address 200 King Street West 8th Floor Toronto ON, M5H 3T4
Telephone Number (416) 594-8990
Email Email us
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Telephone Number Tel

Our Approach

Wealth planning for affluent individuals is rarely straightforward, so our approach aims to insulate you from its complexity and make this part of your life easy to understand, monitor, and discuss.

Our approach ensures that we remain focused on you, your family, your business, or your charitable foundation throughout our relationship.

 

The diagram below illustrates our collaborative approach to remain aligned with your evolving goals.

 

An image of our approach: an introductory meeting, learning about our clients, reviewing and personalizing a wealth strategy, implementing the strategy, monitoring the strategy, and iteratively adapting the strategy for the clients changing needs.

 

If you would like to learn more about how we can work together, please contact us to set up a complimentary review.  

 

Learn more about our investment and service philosophy.

 
 
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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.