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

Stephen Lewis

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About us

Address 555 Legget Dr Suite 1030 Kanata ON, K2K 2X3
Telephone Number (613) 783-7803
Email Email us
Email Email
Telephone Number Tel

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Stephen Lewis

Stephen Lewis

Investment Advisor

Tel:

(613) 783-7803

Email:

stephen.lewis@cibc.ca

Stephen Lewis, Investment Advisor with CIBC Wood Gundy, is dedicated to building strong and lasting client relationships. Stephen is committed to providing superior service and obtaining consistent long-term growth while providing recommendations that are strictly in accordance with the investment objectives and risk tolerances of his clients.

He specializes in developing investment and estate strategies for individuals, businesses and foundations. As well, he can provide you access to a full range of products and services that incorporates everything.

 

Heather Canning

Administrative Assistant

Tel:

(613) 239-2869

Email:

Heather.Canning@cibc.com

Stephen Lewis

Stephen Lewis

Investment Advisor
(613) 783-7803
Opens in your telephone provided application.
stephen.lewis​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Stephen Lewis, Investment Advisor with CIBC Wood Gundy, is dedicated to building strong and lasting client relationships. Stephen is committed to providing superior service and obtaining consistent long-term growth while providing recommendations that are strictly in accordance with the investment objectives and risk tolerances of his clients.

He specializes in developing investment and estate strategies for individuals, businesses and foundations. As well, he can provide you access to a full range of products and services that incorporates everything.

 

Heather Canning

Administrative Assistant
(613) 239-2869
Opens in your telephone provided application.
Heather.Canning​@cibc.com
Opens in your email provided application. Opens in a new tab.
 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

 
 
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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.