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

Josh Melchers

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Our Services

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7623
Email Email us
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Telephone Number Tel

Our Services

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs.

  • Customized Financial Plan

  • Customized portfolios to meet your unique needs

  • Tax-efficient investments

  • Estate planning and management

  • Risk analysis (Insurance Planning)

  • Annual tax reporting package sent directly to your accountant

  • Semi-annual (in person) reviews and quarterly updates

  • Industry-leading investment options including Investment Consulting Services, new issues, private placements, accredited investor funds and alternative investments such as structured notes and liquid alternatives

  • Exclusive client events and educational seminars

  • Access to our network of industry leading professionals such as financial planning specialists, trust and estate representatives, tax accountants, legal advisors, real estate professionals, and private banking services

  • Legacy planning i.e., philanthropic goals, donor advised funds etc.

 
 
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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.