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

The Newsome Investment Group

  • Home
  • About us
  • Services
  • Advisor Managed Accounts (AMA)
  • Testimonials
  • Past Newsletters
  • Contact us

Services

Address 4110 Yonge Street Suite 600 Toronto ON, M2P 2B7
Telephone Number (416) 229-3301
Email Email us
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OUR PRODUCTS AND SERVICES

Retirement Solutions

Whether saving for retirement or a child's post-secondary education, registered accounts are a tax-effective addition to any investment portfolio. We offer the following registered account options for our clients:

  • Registered Retirement Savings Plan (RRSP)
  • Tax-Free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)
  • Locked-In Retirement Account (LIRA)
  • Registered Retirement Income Fund (RRIF)
  • Asset Advantage Account (AAA)

 

Portfolio Partner Accounts (PP)

Portfolio Partner is CIBC Wood Gundy's non-discretionary, fee-based advice and householding platform that replaces traditional commission trading. The fee charged is based on household assets and covers a variety of services including your advice, trading, annual account administration fees, cash management and preferred interest rates on cash balances and margin loans.

 

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

  • Financial planning
  • Investment advice 
  • Registered savings solutions
  • Estate planning
  • Business transition planning 
  • Charitable giving
 
A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
A couple getting investment advice from their advisor

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
An investment advisor shaking a woman’s hand, who is sitting in her home alongside her husband

Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
A group of people in business attire discussing with an investment advisor

Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
A group of people planting a tree

Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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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.