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Financial Planning with a Personal Touch for High-Net-Worth Clients

We craft tailored financial strategies that make managing wealth feel effortless for high-net-worth individuals and families. From investments to tax planning, we simplify the complexities, so you can focus on what truly matters. Let’s build a smart, secure plan that works for your present and sets you up for a prosperous future!

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 800 advisors in 100 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