Managing and building your wealth
We have seen challenges in the economy and the markets; however, we remain focused on managing and building wealth. By working with our team at CIBC Wood Gundy, we can help you achieve your financial targets.
Established in 1867, CIBC's history spans nearly two centuries and has a reputation of being one of Canada's safest banks. Wood Gundy opened its doors for business in Toronto on February 1, 1905. Its founders, George Herbert Wood and James Henry Gundy, envisioned a financial services firm built on innovation, integrity and solid client relationships—values that the firm maintains today.
We pride ourselves on offering our clients an elite level of service. Passionate about investing, we take great pride in helping our clients understand the workings of the capital markets. We know that informed decisions make for greater financial confidence and long-term success.
We understand that wealth management must go beyond picking great stocks and bonds. In addition to investing, we also help clients with their financial planning, estate planning and insurance needs. Creating strategies to help reduce taxes, protect loved ones and pass on a lasting legacy is as important as the preservation and growth of your assets. Full-time experts in the areas of financial and estate planning as well as portfolio analysis are an integral part of our comprehensive service and do not entail any extra charges or fees.
Goals and services:
1. Wealth management and risk reduction
Invest for growth, income and wealth preservation with a full range of investment vehicles including customized portfolios, ETFs and funds. Further, we will work to reduce the risk of inflation and market volatility.
2. Protect wealth
We focus on preserving your wealth to ensure it is there as a legacy for your family, your business, or your charity. We can provide introductions to appropriate legal professionals for will creation and amendments as well as offer a broad range of insurance solutions.
3. Retirement and Estate Planning
We strive to provide tax-advantaged solutions to achieve the primary investment objectives. Protect your estate's assets and make the most of the wealth to pass onto your beneficiaries.
