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

The Wallace Investment Team

  • Home
  • About us
    • Our team
    • Who we help
    • How we help
    • Our commitment
  • Testimonials
  • Services
  • Market insights
    • Research
    • Blog
  • Community
  • Contact us

How we help

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7364
Email Email us
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How We Help

We help our clients to create a plan for success over the long term. Our goal is to provide the right financial information to assist you to make decisions that will better your future. Simple adjustments made today can have a significant impact on what happens down the road.

 

image of a finger touching an clear glass interactive computer screenInvestment Management

Our team offers rigour and discipline through market cycles, personal milestones and the full evolution of your wealth.

 

 

  • Discretionary/Managed Portfolios
  • Full-service Investment Advisory
  • Custom Capital Markets Solutions
  • Investment Counsel
  • Self-directed Investing
 

image of an advisor pointing a pencil at a financial report with the client also holding the edge of the paper reportWealth Strategies

Our team is skilled at navigating opportunities to structure, preserve and optimize your wealth.

 

 

 

  • Discovery, Analysis and Best Practices
  • Sophisticated Wealth Planning and Structuring
  • Personal Tax Optimization and Advisory
  • Estate Preservation
  • Insurance Counsel
  • Cross-border Strategies
 

image of an advisor writing on a piece of paper at their deskStewardship

We can assist and support you with some of life's most significant decisions including succession, inheritance, strategic philanthropy and your lasting legacy.

 

 

  • Multi-generational Family Wealth Consultancy
  • Financial Fluency for Younger Generations
  • Strategic Philanthropy, Foundations and Legacy Advisory
 
 
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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.