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

Frank Grisdale

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Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5352
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Frank Grisdale, Senior Wealth Advisor

Frank Grisdale, one of southwestern Ontario’s most experienced investment advisors, has guided investors through major market cycles for over 30 years.Frank develops institutional quality investment strategies and approaches specifically suited to each individual investor. All client portfolios are fully diversified by employing world calibre money managers to invest client funds across all major asset categories. These managers are selected by a 25 person due diligence team at CIBC, which researches, monitors, and evaluates hundreds of money managers around the world. All of this expertise is available at competitive fees that are tax deductible for non-registered accounts.

"My love of advising clients on their investments has been growing every year. The longer I work with a client and their family, the better the satisfaction I get from seeing them achieve their goals. I work hard to reduce the complexity and take away any fear they may have about making the long term financial decisions that will ultimately have a positive impact on their lives."

 

 

 

Meet Our Team

Julie Goode

Client Associate

Alex Heber

Administrative Assistant

Madelyn Tutty

Administrative Assistant

Frank Grisdale, FCSI, CIM®

Senior Wealth Advisor

Julie Goode

Client Associate

Alex Heber

Administrative Assistant

Madelyn Tutty

Administrative Assistant

Frank Grisdale, FCSI, CIM®

Senior Wealth Advisor

Julie Goode

Client Associate
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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
 

Contact us

Address

Frank Grisdale Address
150 Caroline Street South
3rd Floor,
Waterloo, ON N2L 0A5
Telephone number: (519) 883-5352
Toll-free: 1 (800) 265-2308
Fax: (519) 888-6887
 

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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.