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

Padget D. Lofgren

  • Home
  • Meet the Team
  • Services
    • Our solutions
    • Wealth management
    • Portfolio Partner
    • Separately Managed Accounts
  • Market insights
    • Market viewpoints
    • Quarterly Newsletter
  • Community
  • Contact us
  • Our Strategies
 

Wealth management

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Wealth management

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)
• Registered Education Savings Plan (RESP)
• Registered Retirement Income Fund (RRIF)

• Tax-Free Savings Account (TFSA)
• Locked-In Retirement Account (LIRA)

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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.