At CIBC Wood Gundy, we believe that your wealth does not begin and end with the investments in your portfolio. It includes your business interests, your philanthropic pursuits and your family. Our concept of Wealth Management keeps that total financial picture in view.

Accumulating wealth, like any great achievement, requires creativity, skill and perseverance. To transform an estate into a powerful and lasting legacy, however, you need a plan outlining how your assets should be managed and preserved throughout your life and distributed afterward to the people or causes you love. Wealth management takes into account

all aspects of a family's finances and lifestyle, liquidity, taxes, legacies and business interests, as well as investing. It develops solutions that address the totality of an investor's concerns.

Our team's experience has withstood the test of time and the onrush of challenging and turbulent markets. With over 72 years of combined expertise, we concentrate on the financial and investment needs of affluent individuals and businesses by helping our clients develop innovative strategies to manage their personal and corporate finances. We stress a long-term approach to investing and emphasize financial planning to help our clients determine their needs and risk tolerance. We differentiate ourselves by providing exceptional customer service to our clients.