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

Michelle Liu Wealth Management

  • Home
  • About us
    • Our team
    • Approach
  • Services
    • Our solutions
    • Integrated wealth management
  • Market insights
  • Community
  • Contact us

Integrated wealth management

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 392-4823
Email Email us
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Integrated wealth management

By leveraging the strengths of specialists and resources across the CIBC group of companies, we are able to provide a total solution for our clients.

Transition:

  • Education Funding
  • Charitable Giving
  • Business Succession Planning
  • Passing on Your Wealth

Accumulation:

  • Investment Strategies
  • Financial Planning
  • Private Banking Service
  • Cash Flow Management

Preservation:

  • Protecting Your Assets & Income
  • Retirement Planning
  • Insurance Needs
  • Tax Management
 
 
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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.