Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Français
Français
  • Home Page
  • About Us
    • Our Team
    • About Wood Gundy
  • Our Clients
    • Business Owners
    • Medical Professionals
    • Professionals
    • Seniors
  • Partner Resource Centre
  • Contact Us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Jeffrey Gates, BA, CIM

  • Home Page
  • About Us
    • Our Team
    • About Wood Gundy
  • Our Clients
    • Business Owners
    • Medical Professionals
    • Professionals
    • Seniors
  • Partner Resource Centre
  • Contact Us

Business Owners

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

How Can We Help Your Business?

Business and Succession Planning

 

  • Tax-efficient ownership strategies

  • Structural options and corporate class investments

  • Advanced growth strategies paired with custom portfolios

  • Creation of in-house family trusts

  • Establishing charitable foundations or donations

  • Long-term saving and risk mitigation

  • Corporate cash management

  • Individual Pension Plans

  • Succession planning 

 

Every element is designed to support your goals

Bar Graph with Arrow on Top

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Bank icon

Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Contract with pen icon

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Tree icon

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
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.