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

Messing Ross Advisory Group

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CIBC Family Office

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0462
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CIBC Family Office

Create a legacy for generations to come

The world is more complex than ever. As a result, you may find you are navigating numerous investment options, tax and legal considerations, technological developments and risk considerations. At CIBC Family Office, we help you and your family organize and understand the intricacies of wealth ownership and manage the complexity of multi-generational wealth.

As part of CIBC Family Office, we work in close collaboration with experts from across CIBC and your external advisors to develop a plan that is tailored to each individual family, responsive to the needs of each member and reflects the family’s current and future vision.

Learn more about our Family Office services

 

OUR MULTI-FACETED APPROACH

Stewardship
 
Investment Management
 
Family Enterprise Advisory
and Succession Planning
Personal Financial Management
 
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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.