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

Oakville

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Welcome to CIBC Wood Gundy

CIBC Wood Gundy in Oakville has been a part of the community for over 30 years. Our team of exceptional Investment Advisors, Portfolio Managers, Associates and Assistants place the needs and goals of our clients (and their families) at the core of their business. Our depth of experience and knowledge provides our private and corporate clients with independent advice and guidance. We are committed to understanding your needs and developing customized solutions to pursue your goals.

Whether you are looking to build your retirement nest egg, transition into retirement, plan for your children's education or simply organize your financial life, our dedicated professionals will help develop a wealth management strategy plan that's suitable for you.

The value of working with a CIBC Wood Gundy Investment Advisor extends well beyond a variety of investment vehicles, and encompasses advice and solutions to help you in nearly every aspect of your financial life. We are client focused, relationship based and strong supporters of the community we live and work in. Our comprehensive array of products and services include:

  • Asset Management
  • Retirement Planning
  • Risk Management
  • Philanthropy
  • Discretionary Portfolio Management
  • Estate Planning
  • Mutual Funds
  • Equities
  • Fixed Income

Furthermore, we are backed by the strength and vast resources of CIBC.

Ranked CIBC the strongest bank in Canada and North America and third strongest bank in the world.

We work closely with our partners to ensure that all of your financial needs are taken care of. We have a CIBC Private Banker and an Estate & Insurance Specialist located within the Branch to provide those services locally if required.

Please feel free to contact me or any one of the Investment Advisors listed on this site if you have any questions, or would simply like another opinion on your current financial situation.

Sincerely,

Kenneth A. Dick, BA, CIM, CFP, FCSI

Branch Manager, Investment Advisor, Portfolio Manager

CIBC Wood Gundy

Our Investment Advisors & Teams

Bain Nasevski Advisory Group 

Laura Cameron 

Michael Cummins

Rick Goverde

SAGE Investment Partners 

The Arabia-Borovilos Advisory Group 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
Learn more

Contact us

Address

277 Lakeshore Road East
Oakville, ON L6J 6J3
Telephone number: (905) 842-6770
Toll-free: 1 (800) 268-0621
Fax: (905) 842-7114

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.