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

Montreal René Lévesque

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    • Our management team
    • Our partners
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  • Find an advisor
    • Our investment advisors and teams
    • How to find an advisor
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  • Community
  • Contact us
 

How to find an advisor

How to find an advisor

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Finding the right investment advisor for you and your family is one of the most important financial decisions you will ever make. It depends on your specific needs, your current and past experiences with advisors, and it has to be someone you will be comfortable with. Our team at CIBC Wood Gundy 1250 René-Lévesque West brings together advisors with a track record of excellent service, using different approaches, and with backgrounds and expertise that are as different as they are unique. Whether you need advice on transactions using very sophisticated option strategies, or you find yourself at the other end of the spectrum with a need for a fully integrated financial plan combining tax optimization and estate planning, we can contribute to your success in all aspects of your financial life. If you are looking for help finding an advisor in the greater Montreal area, it will be our pleasure to discuss it further and help you find an advisor at CIBC Wood Gundy 1250 René-Lévesque West.

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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.