Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Home
  • About us
  • Services
    • Our solutions
    • Wealth management and solutions
    • Portfolio Partner
    • Investment Consulting Service
  • Market insights
  • Community
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Douglas Berk & Associates

  • Home
  • About us
  • Services
    • Our solutions
    • Wealth management and solutions
    • Portfolio Partner
    • Investment Consulting Service
  • Market insights
  • Community
  • Contact us
 

Home

Email Email
Telephone Number Tel

At CIBC Wood Gundy, successful investing begins with developing a personalized relationship between you and your Investment Advisor. Our number one priority is working one on one with each client in order to help you achieve you financial goals.

It begins with listening. We believe that there's no better investment than the time we spend getting to know you. With a thorough understanding of your situation, financial goals and risk tolerance; we can create a long-term financial strategy that custom fits your goals and investment style.

And it works both ways. By sharing our knowledge and experience with you, we empower your decision-making. Working with our partners in the CIBC Group of Companies, we can bring a wealth of global intelligence to your doorstep in ways that make sense to you and your vision.

We monitor and help you to manage your assets against your financial objectives, providing you with the relevant and objective advice you need to make informed decisions. Ongoing communication is key to ensure you maintain the best financial position.

CIBC Wood Gundy has provided wealth management services to generations of Canadians. In everything we do, we uphold the standards of excellence that have made the CIBC Wood Gundy name synonymous with trust and integrity. We are committed to always acting in your best interest, now and in the future – one to one.

 

We've been servicing clients for more than three decades. We're able to provide clients with a well-rounded financial solution and a really a holistic approach. Clients today do not want to deal with a sole practitioner. They do not want to deal just with a portfolio manager and we can offer them much more than that.

Once we've created a well-diversified portfolio that is congruent with their objectives, their risk tolerance and their cash flow needs. We're able to call on the financial planners, the trust people, the private bankers, all under the CIBC umbrella - which clients really appreciate.

One of the things that I loved best about working with clients is not only dealing with them, but the next generation and the generation after that. We're currently dealing with third generation clients now.

One thing that is different about our team is our extremely unique infrastructure that we've worked hard at building. Matt who as there was a bank for twenty six years, is 10 years younger than me. Ryan is 20 years younger than me and Shorten is 30 years younger than me. This unique infrastructure is allowing us to deal with multi generational families today and for the foreseeable three or four decades going forward.

On the administration side, we have two of the best in Gregg and Kerry. Collectively, we have over a hundred and ten years worth of experience. And so that when clients call, not only do they get a live voice, but they get a voice that they feel comfortable with and that they trust implicitly. I'm extremely fortunate to work with five people who have incredible character and integrity.

A perfect example is a couple of times in the last few months, two individuals have called Matt a car expert of the group, and they've asked Matt to go with them to make a selection of an automobile. It's things like that that make me feel really good.

We've been servicing clients for more than three decades. We're able to provide clients with a well-rounded financial solution and a really a holistic approach. Clients today do not want to deal with a sole practitioner. They do not want to deal just with a portfolio manager and we can offer them much more than that.

Once we've created a well-diversified portfolio that is congruent with their objectives, their risk tolerance and their cash flow needs. We're able to call on the financial planners, the trust people, the private bankers, all under the CIBC umbrella - which clients really appreciate.

One of the things that I loved best about working with clients is not only dealing with them, but the next generation and the generation after that. We're currently dealing with third generation clients now.

One thing that is different about our team is our extremely unique infrastructure that we've worked hard at building. Matt who as there was a bank for twenty six years, is 10 years younger than me. Ryan is 20 years younger than me and Shorten is 30 years younger than me. This unique infrastructure is allowing us to deal with multi generational families today and for the foreseeable three or four decades going forward.

On the administration side, we have two of the best in Gregg and Kerry. Collectively, we have over a hundred and ten years worth of experience. And so that when clients call, not only do they get a live voice, but they get a voice that they feel comfortable with and that they trust implicitly. I'm extremely fortunate to work with five people who have incredible character and integrity.

A perfect example is a couple of times in the last few months, two individuals have called Matt a car expert of the group, and they've asked Matt to go with them to make a selection of an automobile. It's things like that that make me feel really good.

Back to Video
 
Douglas Berk

Douglas Berk, B.Sc., MBA, CIM

Investment Advisor

(519) 640-7704
doug.berk@cibc.ca

After completing a Bachelor of Science (BSc.) from the Cornell University in 1981 and a Masters of Business Administration (MBA) from the University of Western Ontario in 1985, Doug entered the investment industry. Since that time, he has accumulated a client base with a major focus on well-diversified portfolios, retirement programs, and estate planning.

Doug and his team stress a long-term approach to investing and emphasize financial planning to help their clients determine their financial needs and risk tolerance. Portfolio performance and client satisfaction are their primary business objectives. They are committed to providing a high level of service to all of their clients.

A resident of London, Doug and his wife, Susanne, have three children; Jordan, Spencer, and Stephanie.

Every element is designed to support your goals

Bar graph with arrow on top

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Bank icon

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Contract with pen icon

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Tree icon

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

Our Team

 

Douglas Berk, B.Sc., MBA, CIM

Investment Advisor
 

Matthew Woodcroft, CFP, CIM

Associate Investment Advisor
 

Ryan McKie, BA, FMA

Financial Associate
 

Carrie Ross, BA

Financial Associate
 

Greg Murray, CIM

Financial Associate
 

Jordan Berk

Client Associate
Learn more

Contact us

Address

255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 640-7704
Toll-free: 1 (800) 265-5982
Fax: (519) 663-1885

This is the contact form that appears in the footer of all websites

The sum of the numbers is incorrect.
*Required fields
✓

Thank you for submitting this form.

!

Sorry, there's been a server error.

Please refresh the page and try to submit again.

  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • IIROC AdvisorReport
 IIROC  Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.