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

The Murphy Investment Group

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Our Approach

Address 277 Lakeshore Road East Oakville ON, L6J 6J3
Telephone Number (905) 337-5429
Email Email us
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Our Approach

Through CIBC Wood Gundy, the Murphy Investment Group has provided wealth management services to generations of investors. In everything we do, we uphold the highest standards of excellence that have made our name synonymous with trust and integrity.

  • CIBC Wood Gundy and the Murphy Investment Group provide professional investment management solutions to help you achieve all of your long-term financial objectives.
  • We can provide access to the highest quality, leading investment management firms worldwide that are usually only available to institutional investors.
  • We help you define your financial goals, risk tolerance and investment needs through personal consultation, and then help you select the right solutions to meet your investment objectives.
  • After developing your personalized investment plan and determining the optimal strategic asset allocation for you, we continue to meet with you regularly to monitor the status and performance of your investments and any changes to your personal or financial situation.
  • We also provide you with quarterly and year-end portfolio performance figures, tax information, and fee summaries to assist you in reviewing the performance of your accounts, and also to assist you with tax filing.
  • We will meet with you regularly to review the performance of your investment portfolio and, if necessary, to recommend changes on a timely and proactive basis to ensure that we continue to meet or exceed your expectations on an ongoing basis.
  • We will continuously monitor both your strategic and tactical asset allocation to determine if any asset re-allocation is required due to either changes in the domestic or international investment climate or possible changes in your personal or financial situations.

 

In addition to our portfolio management services we also provide the following:

  • Comprehensive Financial Planning and Estate Planning.
  • Review and assessment of Insurance coverage and advice regarding insurance strategies such as a wealth preservation, tax or business cash flow optimization.
 
 
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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.