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

The Richard Smith Group

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Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 369-8969
Email Email us
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Telephone Number Tel

Richard Smith, Investment Advisor, has almost 20 years of experience in the financial services industry, and is able to provide clients with comprehensive wealth management services.

My team works with a small group of affluent clients who are very busy in their day to day lives and are concerned about their work/life balance. We have developed and refined a process that enables us to manage both our client's assets and risks so they have the confidence and peace of mind that with a well developed, holistic wealth management plan, they will reach their ultimate life goals. We outline financial solutions that will not only sustain their current lifestyles, but will preserve and enhance their wealth for future generations.

• Investment Management
• Tax Efficiency
• Retirement and Estate Planning
• Business Succession Planning
• Family Needs
• Banking and Credit Solutions
• Hedging Strategies

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

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ONE FOR CHANGE

 

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

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Community

Did you know that our team is involved in both CIBC's Miracle Day and Run for the Cure? Learn more about our community involvement here.

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Services

CIBC Wood Gundy offers solutions to meet your individual goals. Find out more about the Products & Services we offer.

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Contact us

Address

The Richard Smith Group Address
Brookfield Place Suite 600
181 Bay Street
Toronto, ON M5J 2T3
Telephone number: (416) 369-8969
Toll-free: 1 (800) 387-1865
Fax: (416) 369-8987
 

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 IIROC  Canadian Investor Protection Fund

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.