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

The Seabrook Financial Group

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Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7706
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OUR PRODUCTS AND SERVICES

Investment Management

The Seabrook Financial Group manages a number of core investment strategies that are exclusively available to affluent individual investors, institutions and corporations looking for superior returns with a disciplined risk management process. Each of our core investment strategies are separately managed (SMA) mandates, handled directly by our team of Portfolio Managers. Our investment strategies employ rigorous investment analysis that is used by many of the top institutional money managers and pension funds. Our core competency focuses on investing in businesses with a long history of distributing stable and rising dividends to their shareholders.

Over time, our investment process has produced superior long-term returns with significantly less volatility than market averages. Depending on each clients unique objectives, we customize our asset mix using core investment strategies, third-party money managers and absolute return strategies.

 
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Building family wealth with registered plans

Registered plans can have a big impact on family wealth.

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
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Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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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.