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

Greg Mosgrove

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About us

Address 555 Legget Dr Suite 1030 Kanata ON, K2K 2X3
Telephone Number (613) 783-6841
Email Email us
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Telephone Number Tel

About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in more than 100 locations across the country, we continue to provide clients with our expertise and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and investment planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Greg Mosgrove, CFA

Senior Wealth Advisor

Tel:

(613) 783-6850

Email:

greg.mosgrove@cibc.ca

Greg is a Senior Wealth Advisor who graduated from Carleton University with a double major in Finance and Accounting. He has professional experience including time as a Corporate Bond Analyst at the CBC Pension Fund. Greg has earned the Chartered Financial Analyst® (CFA) designation.

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Sarah Purcell

Financial Associate

Tel:

(613) 783-6839

Email:

sarah.purcell@cibc.com

Sarah is a Financial Associate with 30 years experience in the financial services industry

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Erik Olsen

Associate Investment Advisor

Tel:

(613) 239-2856

Email:

erik.olsen@cibc.com

With a Bachelor of Applied Science (BASc), an MBA, and having completed the CFA® Program Level 1, I bring a strong analytical background and a disciplined approach to financial planning and investment strategy.

Greg Mosgrove, CFA

Senior Wealth Advisor
(613) 783-6850
Opens in your telephone provided application.
greg.mosgrove​@cibc.ca
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Greg is a Senior Wealth Advisor who graduated from Carleton University with a double major in Finance and Accounting. He has professional experience including time as a Corporate Bond Analyst at the CBC Pension Fund. Greg has earned the Chartered Financial Analyst® (CFA) designation.

Sarah Purcell

Financial Associate
(613) 783-6839
Opens in your telephone provided application.
sarah.purcell​@cibc.com
Opens in your email provided application. Opens in a new tab.

Sarah is a Financial Associate with 30 years experience in the financial services industry

Erik Olsen

Associate Investment Advisor
(613) 239-2856
Opens in your telephone provided application.
erik.olsen​@cibc.com
Opens in your email provided application. Opens in a new tab.

With a Bachelor of Applied Science (BASc), an MBA, and having completed the CFA® Program Level 1, I bring a strong analytical background and a disciplined approach to financial planning and investment strategy.

 
 
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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.