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

SMA Investment Group

  • Home
  • About us
    • Our team
    • Working with our group
  • Services
    • Our solutions
    • Investment portfolio
    • Estate and financial planning
    • Wealth management
    • Solutions snapshot
  • Business owners and professionals
  • Integrated approach
  • Market insights
  • Community

Business owners and professionals

Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 847-6373
Email Email us
Email Email
Telephone Number Tel

Business Owners and Professionals

In an effort to better satisfy the additional needs of our business owner and professional clients, we are positioned directly or through our extensive network of professionals to offer comprehensive solutions to address the following issues: 

Business Owners:

Helping you with day-to-day business functions as well as financial planning.

  • Business Succession & Transitioning Planning
  • Business Growth Planning
  • Selling Your Business
  • Individual Pension Plans
  • Strategic Tax Conscious Investing
  • Monetization of Concentrated Positions
  • Private & Commercial Banking

 

Executives and Professionals:

Offering you tax-efficient ways to protect your earnings and grow your assets.

  • Corporate and Personal Tax Integration
  • Custom Capital Market Solutions
  • Sophisticated Wealth Planning & Structuring
 
 
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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.