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

Michael Colpitts

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Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-4672
Email Email us
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OUR PRODUCTS AND SERVICES

 AN INTEGRATED WEALTH MANAGEMENT APPROACH

Our team offers an integrated suite of services encompassing Investment Management, Retirement & Financial Planning, Private Banking, Credit Services, and Estate and Trust solutions. Our holistic approach ensures a comprehensive and tailored strategy for each client.

 

 

Investments Investment ManagemenT    

 

Benefit from rigor and discipline through market

cycles with a suite of investment solutions

aligned to your goals.

 

• Discretionary / managed portfolios

• Full-service investment advisory

• Customized portfolios

• Self-directed investing

 

 

Planning Wealth Planning

 

Access specialized expertise to structure,
preserve and optimize your wealth.

 

 

• Retirement and cash flow planning

• Tax and estate advisory

• Business succession and family planning 

• Planning for multi-generational wealth transfer

 

EstatesEstates and Trusts

 

Access solutions for some of life’s most

significant decisions and shape your lasting

legacy.

 

• Professional executor and trust services

• Insurance solutions

• Agent for estate, trust and power of attorney

 

  

Banking Private Banking

 

Experience sophisticated banking expertise
and services that deliver your unique financial
vision and strategy.

 

• Full-service banking with a dedicated team

• Cash and liquidity solutions

• Financial fluency for the next generation

 

 

 

 
 
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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.