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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

Business Owners

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

How Can We Help Your Business?

Business and Succession Planning

Proper financial planning can make the difference between a prosperous and a failing business. Tax-efficient ownership and cash management strategies can help elevate your business above others. If or when you wish to let go of your business, we can assist with succession planning or developing a charitable foundation in your name. Some solutions we offer include:

 

  • 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

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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
 
 
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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.