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

Elizabeth Joseph

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ELIZABETH JOSEPH 

We believe that it is the outcome that is important for our clients and always strive towards the best possible outcome for you and your family.

We take our fiduciary responsibilities seriously and aim for the highest standard of care.

Canada is our home, but we are driven to think globally.

Why Work With Us?

We aim to build relationships with a select group of families for whom growing, maintaining and transferring inter-generational wealth in a focused, disciplined and strategic way is a priority.

We assist our clients in identifying, prioritizing and quantifying their financial goals, and work closely with them to develop a clear financial blueprint to grow and preserve their wealth.

You'll only retire once; we help people retire every day. We believe the best way to provide you with a high level of service and investment advice is through our comprehensive and time-tested approach.

We realize that organizing your financial affairs and planning a worry-free retirement can be especially difficult in this low-interest rate environment. Contact us to benefit from professional advice.

Elizabeth Joseph, CIM, FMA, FCSI, CFP®

Portfolio Manager, Senior Wealth Advisor

(416) 369-7687
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elizabeth.joseph@cibc.ca
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With over 18 years of experience in financial services, Elizabeth understands the complex financial needs of affluent clients. Knowing that no two situations are exactly the same, she ensures that each client and family receives financial advice tailored to their specific needs and situation. Elizabeth focuses on the financial planning, estate planning, asset allocation and investment strategy needs of clients. She puts particular emphasis on retirement planning; assisting clients in generating enough income in retirement to enjoy their life.

With a degree in Economics from McMaster University, Elizabeth has earned her Fellow of the Canadian Securities Institute (FSCI®), and holds the Chartered Investment Manager (CIM®), CERTIFIED FINANCIAL PLANNER® and Financial Management Advisor (FMA) designations. She is approved to trade Options and is insurance licensed as well and acts as the key investment contact for many of our clients.

Elizabeth resides in Toronto with her family. She actively participates in local church, school and children's sports activities. In her free time, she enjoys spending time with friends and family, travelling and reading.

Every element is designed to support your goals

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Investment management

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

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Private banking

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

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Wealth planning

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

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Estate and trust

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

Learn more

Our Team

 
Joseph

Elizabeth Joseph, CIM, FMA, FCSI, CFP®

Portfolio Manager
Senior Wealth Advisor
 
Frank Mueller

Frank Mueller, BA (Hons) Economics

Financial Associate
Learn more

Contact us

Address

Elizabeth Joseph Address
Brookfield Place Suite 600
181 Bay Street
Toronto, ON M5J 2T3
Telephone number: (416) 369-7687
Toll-free: 1 (800) 387-1865
Fax: (416) 369-8987

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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.