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

Solmon Advisory Group

  • Home
  • About Us
    • Meet the Team
    • Our Wealth Optimization Process
  • Services
    • Offerings
    • Our Clients
  • Contact Us

Services

Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 369-8777
Email Email us
Email Email
Telephone Number Tel

Services

  • Investment advice to build and grow your wealth

  • Multi-generational wealth transfer

  • Estate planning and capital preservation
  • Commercial banking services
  • Insurance solutions
  • Wealth Optimization to ensure the proper use of tax saving structures and shelters
  • Risk management that ensures the proper ownership structure and asset diversification
  • Financial fluency for younger generations
  • Charitable giving to positively impact that causes that matter to you
  • Socially responsible investing
 
 
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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.