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

Velikonja Financial

  • Home
  • About Us
    • Our Team
    • Interview with Ted
    • Videos
  • CIBC Family Office
  • Services
    • Our solutions
    • What you can expect
  • Integrated approach
  • Market insights
  • Community

CIBC Family Office

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7707
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CIBC Family Office

Happy multigenerational family eating dinner together

CIBC FAMILY OFFICE

As part of CIBC Family Office, we can help you and your family manage the complexities of multi-generational wealth. Working in close collaboration with experts from across CIBC and your external advisors, we develop a plan that is tailored to your family and reflects your current and future vision.

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We help you and your family manage the complexities of multi-generational wealth

Working with our clients to help them organize and understand the intricacies of wealth ownership, we develop a plan that is tailored to each individual family, responsive to the needs of each member and reflects the family’s current and future vision.

 

 

Experience our multi-faceted approach

In close collaboration with experts from across CIBC, as well as your external advisors, we work with you to provide a bespoke and elevated experience in four key are

 
 
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  • IIROC AdvisorReport
 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.