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

Grant Regnier Financial

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The investment professionals at Grant Regnier Financial Group believe that integrity, trust, and honesty are integral in building and maintaining long-term relationships with clients. Our team of two investment professionals and three investment assistant support staff, drawing from diverse backgrounds and expertise, are committed to providing the highest level of client service and comprehensive financial expertise available.

 

Successful wealth building strategies are attained through a thorough understanding of our clients' current situation, needs, objectives and priorities. Our clients, which include individuals like professionals, retirees or entrepreneurs; corporations, foundations and trusts, benefit from wealth building plans implemented from a full spectrum of investment solutions and through our many resources available at CIBC Wood Gundy, including leading investment analysts, economists, third party research, and portfolio management systems. Ongoing monitoring and discussions with our clients ensures any plan or strategy implemented continues to meet their needs and goals.

 

We are active participants in the community, serving on local boards and committees, and believe in the importance of giving back and being supporters of the community. We value our client relationships and are dedicated to helping them achieve financial success.

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.

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Our Team

 

Shawnna-Lee Watson

Financial Associate
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Matthew James

Financial Associate
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Shruti Deshpande

Administrative Assistant
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Ted Grant

Ted Grant, CIM

Senior Wealth Advisor
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Laura Regnier

Laura Regnier, CIM, CIWM, FCSI

Portfolio Manager
Senior Wealth Advisor
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Shawnna-Lee Watson

Financial Associate
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Matthew James

Financial Associate
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Shruti Deshpande

Administrative Assistant
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Ted Grant

Ted Grant, CIM

Senior Wealth Advisor
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Contact us

Address

Grant Regnier Financial Address
255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 663-5353
Toll-free: 1 (800) 265-5982
Fax: (519) 663-5037

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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.