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

Fabian Martin

  • Home
  • Our Team
  • About CIBC Wood Gundy
  • What We Do
    • Our Process
    • Our Services
  • Community Investment
  • Market Insights
  • Contact Us

Our Process

Our Process

When you decide to work with our team, you’re choosing a partner who puts your financial wellbeing first. We understand that every client is unique. From the first point of contact, we take the time to understand your priorities, conduct a deep analysis of your current financial situation, lifestyle, concerns and the legacy you want to leave behind. Through this client-centric approach, we will create a bespoke financial portrait that promotes calmness and sustainability.

 
tree process
 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.