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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

Professionals

Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5319
Email Email us
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Telephone Number Tel

What We Can Do For You

Diverse People Have Diverse Financial Needs

Living a fast-paced lifestyle allows minimal time to be allocated to the management of your financial needs. We tailor professional financial advice and solutions to the individual needs and objectives of each client. We work closely and effectively with our corporate partners to develop comprehensive financial plans that are specific to you. By leaving the planning and execution to us, you will have more time for the important things that you value in life.

A few of the services we specialize in include:

 

  • Retirement Planning
  • Estate Planning
  • Tax Minimization
  • Education Planning
  • Custom investment portfolios
  • Charitable Giving
  • Business Planning
 
 
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  • IIROC AdvisorReport
IIROC Canadian Investor Protection Fund

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.