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

Leblanc Wealth Management

  • Home
  • Who We Are
  • What We Do
  • Who We Serve
  • Why Choose Us
  • Contact us
  • Market Insights

Who We Serve

Address 110 Main St Whitehorse Yukon, Y1A 2A8
Telephone Number (867) 689-2101
Email Email us
Email Email
Telephone Number Tel

Our Clients

Independent Expert Advice No Matter Where You Bank

 

We separate wealth advice from day-to-day banking and bank products by providing independent expert advice no matter where our clients choose to maintain their banking relationship(s). Our platform allows the seamless integration of your carefully designed personalized wealth strategy with your current banking products by allowing money to transfer between your CIBC Wood Gundy accounts and your existing chequing and/or savings account at any Canadian financial institution at no cost to you. We offer unrestricted access to the vast investment marketplace sourcing industry leading products on behalf of our clients without any financial bias towards any bank or financial institution to ensure our clients are presented with options which prioritize their interests. 

 

Proudly Serving High-Net-Worth Families For Over A Decade

 

We serve a wide range of clients at various stages on the journey to financial freedom with a minimum of $400,000 in combined investable household assets, including non-personal accounts, retirement investments, and any other long term investable assets within each household. Every situation is unique, from diverse backgrounds and upbringings to different personality types and values. We understand your needs are different and we have extensive experience serving others just like you. 

 

Among others, our clients include:

  • Medical professionals
  • Lawyers
  • Accountants
  • Business Owners / Executives
  • Real Estate Agents
  • Financial Professionals
  • Members Of Indigenous Communities
  • Teachers
  • Government Executives
  • First Nation Governments
  • Associations

 

We work with many affluent families across multiple generations helping develop strategies to organize, preserve and effectively transition family wealth. 

 

 

We Want To Hear From You

Interested in a free consultation?

Contact Us Today

 
 
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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.