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A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.

As a CIBC Wood Gundy Investment Advisor, I can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.

Capitalizing on the strengths of CIBC, I have access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.

Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. CIBC Wood Gundy's personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, I can help meet all aspects of your financial situation throughout your lifetime.

Testimonials

Thank you Grace for always being "on my team”.

You turn all the difficult situations into winning ones.

You always say “I want to make you rich” and you deliver!

You and your whole team, Cassie, Anna, Randi, are so attentive to my needs, to this changing economy,

to the ways it affects me, and always there with the best solution.

 

I feel taken care of and in very good hands.

-NF

thank you all for your kind wishes and for always looking out for me that in my old age I could still afford to buy some 'Louis Vuitton ' bags and 'Gucci" shoes..!!!! You are the best Team !!!!

-MM 

Dealing with Grace and her team...

This has brought me closer on many levels to my grandchildren.

My grandchildren are most important to me.

Never mind the money.

-FL

"I feel like a weight is off my shoulders.

Thank you, thank you, thank you!!!

I feel so fortunate to be with you, Randi and your team."

-DM

 

“Hi Grace...once again my "Montreal Ladies" have come through with great service on a family financial matter. One of the things I still regret about leaving Montreal is having to end our working relationship. I have not found any investment folks in Calgary to match your team in service or quality of advice.”

-JG

 

“It has been a pleasure to work with Ms. Lutfy over these past thirteen years. She has been readily available to provide information, answer enquiries, discuss decisions, etc. – a most agreeable person. Her immediate staff is also very cooperative. A plus is my rating.”

-RF

 

“For many years I have been fortunate to be a client of a wonderful team of advisors in CIBC Wood Gundy. I cannot say enough in praise of Grace, Randi and Anna who unfailingly give of their time and advice. Their approach is professional and client centered. Due to their knowledge and dedication I am confident that my investments are in good hands.

When I have concerns or questions they can be reached without difficulty. The team provides me with clear and logical explanations on all transactions and I receive regular and precise accounts of their handling of my portfolio. Each month statements are mailed with extra information on stock issues as needed. I am very pleased with the service that I receive from CIBC Wood Gundy and would highly recommend this company.”

-GB

 

“I am very happy to have the opportunity to comment on the years of professional service and advice that Grace has provided for generations of my family. Her knowledge, patience and commitment to us has been very much appreciated and has produced the positive results we hoped for over the years. We wish her continued good health and success in her chosen profession.”

-MF

 

“I would like to mention that the privilege was all mine. Thank you for taking good care of our investments. You and your staff have always demonstrated excellent client relationship and truly professional service.

My very best regards to all.”

-RG

 

"Holy Moly!! What a super job you and your team are doing…

There are no words invented that come close to expressing our gratitude."