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

Khaled Sultan

  • Home
  • About us
    • Our team
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    • CFA Charterholders
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    • Contact Details
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    • A cup of coffee
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    • Integrated approach
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  • Contact us

Home

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 660-3753
Email Email us
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OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 

Building Wealth Is Simple, But Not Necessarily Easy:

  • Do you know exactly how much money it is going to take for you to be able to retire comfortably?
  • Do you know how much investment income you can withdraw without depleting your portfolio?
  • Do you know how best to save for your child or grandchild's education?
  • Do you know how to most effectively support the charitable causes you care about?

Allow us to worry about your finances, so you don't have to:

We live in a world where financial security is no longer a guaranteed notion, and it's increasingly more difficult for people to achieve prosperity on their own. We help people build and preserve multi-generational wealth that they won't outlive, irrespective of the various cycles of the economy and the market, by providing them with personalized and holistic financial advice.

Our Mission:

To build a top-tier financial services practice centered on helping people build and retain wealth, by providing personalized and holistic financial advice and professional service.

Why do we do what we do?

Building wealth is simple, although not necessarily easy. We believe that most people can achieve wealth with the right advice and a prudent long-term plan in place. Having been in the business for a long time, and witnessing different parts of the economic cycle, we feel that a serious focus on the long term is necessary to allow people to attain their life goals and aspirations. After all, achieving these goals has a material affect on our lives, and the lives of our loved ones.

How do we do what we do?

Our investment approach is centered on discipline and patience. We focus on long-term, value-based equity investments consisting of companies with sound balance sheets and minimal leverage. We buy stocks as if I'm buying the entire company.

Why should you work with me?

The application of our expertise, specialization, and core competencies for our clients allows them to build wealth while having the peace of mind that it can be passed on to their loved ones. We partner with our clients to guide them on their journey through a sincere commitment to what is important to them, their life goals.

 

 

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
 

CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

Learn more

ONE FOR CHANGE

 

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

Learn more
 

Contact us

Address

Khaled Sultan Address
255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 660-3753
Toll-free: 1 (800) 265-5982
Fax: (519) 663-5037
 

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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.