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

Karl J. Krokker

  • Home
  • About us
    • Our team
    • Our capabilities
    • Investment philosophy
  • Commitment to our clients
  • Services
    • Our solutions
    • Giving back program
  • Market insights
  • Community
  • Contact us
 

Our capabilities

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Our capabilities

  • Discretionary Investment Management

  • Net Worth Protection

  • Comprehensive Lifetime and Multi-Generational Financial Planning

  • Tailored Investment Policy Statement

  • Tax Reduction Strategies

  • Wealth Creation

  • CIBC Private Banking Lending

  • Concentrated Stock Risk Management

  • Private Equity, Alternative Assets, Real Estate and Absolute Return Investments

  • Family Wealth Transfer Strategies

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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.