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

• Financial planning
• Investment advice 
• Registered savings solutions
• Estate planning
• Business transition planning 
• Charitable giving

Managed Portfolios

Profit From Professional Management With CIBC Wood Gundy Investment Consulting Service

Effectively managing your investments requires in-depth knowledge of economic conditions, market forces, and the complex financial environment. If you're like many investors, the demands on your schedule don't allow you to dedicate as much time to the management of your financial affairs as you would like.

Investment Consulting Service is an exclusive investment service for clients with sophisticated needs. It offers the breadth of choices you expect from a major investment firm and provides access to an institutional-style of investing.

Through Investment Consulting Service you are provided with:

A custom portfolio tailored to your investment objectives and risk profile.

Access to a wide range of investment strategies enabling us to build a balanced, diversified institutional-style portfolio at a competitive fee for you.

Confidence in knowing that CIBC Wood Gundy, Canada's leader in separately managed accounts1, and its due diligence team will continuously monitor the investment managers to ensure that they continue to perform to our high standards.

Controlled risk through the strategic combination of a broad selection of asset classes, geographic regions, market capitalizations, investment management styles and individual investment managers.

Investment Consulting Service is just one of the managed money solutions I offer my clients.

1 Source: The Fee Based Report, Winter 2009, published by Investor Economics Inc.

Corporate Accounts

Business Solutions

Protecting The Future Of Your Growing Business

Establishing a business and making it a success is not easy. Transitioning out of that business can be even more difficult. But, the decision to retire or move away from day-to-day management is one of the most important decisions you will make. A business transition plan is the first step in securing the future of your business and ensuring that your own personal retirement goals are met.

Creating a business transition plan can be a complex and lengthy process that requires a complete understanding of what you want your retirement to look like. It requires a team of experts who will work with you to successfully implement your plan.

I can work with your other trusted advisors (lawyer, accountant, CIBC business advisor or Commercial Banking Relationship Manager) to help keep your plan on track. Together, we will guide you through the complex transition process and keep your objectives front of mind.

A proper business transition plan will help you ensure the smooth transition of your company, provide you with financial security and protect everything you have worked so hard to achieve. Whatever the goal of your business transition plan, the key is to identify your financial objectives, start planning early and use the advice of a team of experts to ensure your company will continue to be successful.