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

Jeffrey Gates

  • Home Page
  • Our Team
  • Our Clients
    • Business Owners
    • Medical Professionals
    • Professionals
    • Maximizing Your Income
  • How We Can Help You
  • Partner Resource Centre
  • Contact Us
  • Blog

How We Can Help You

Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5319
Email Email us
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We Offer Customized Advice and Service

Are You Ready For Your Retirement?

Retirement is one of the more unknown aspects of life. Our goal is to minimize the onset of financial uncertainty during retirement, while mitigating financial damages should they occur. Retirement is meant to be enjoyed, so we work hard with our corporate partners to ensure you can maintain or enhance your standard of living during retirement by utilizing a variety of  financial products and solutions. Proper retirement planning can also provide the important people in your life with a strong foothold to base their future on and reinforce the legacy you leave behind.
 

Some services we provide include:

  • Estate Planning
  • Tax-efficient Saving Strategies
  • Annuities
  • Custom risk & Income Portfolios

 

Wether you are retired, or planning to retire, registered accounts are an essential addition to any investment portfolio. These accounts are tax-efficient and will maximize your savings for retirement or the post-secondary education of a family member. We offer the following registered accounts to our clients:

 

  • Registered Retirement Savings Plan (RRSP)
  • Registered Education Savings Plan (RESP)
  • Registered Retirement Income Fund (RRIF)
  • Tax-Free Savings Account (TFSA) 

 

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.