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
- Discretionary Portfolio Management
- Estate Planning
- Mutual Funds
- 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.
Kenneth A. Dick, BA, CIM, CFP, FCSI
Branch Manager, Investment Advisor, Portfolio Manager
CIBC Wood Gundy