Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Services
  • Market insights
  • Community
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Waterloo

  • Home
  • Services
  • Market insights
  • Community
  • Contact us

Home

Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5330
Email Email us
Email Email
Telephone Number Tel

Matthew Berry

(519) 883-5330
Opens in your telephone provided application.
matthew.berry@cibc.com
Opens in your email provided application.
 

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 more than 100 locations across the country, we continue to provide clients with expert advice and superior service.

 

Our Investment Advisors & Teams

Allan Bush 

Barbu Wealth Management 

Brendon Da Costa 

Chenchen (Carrie) Qi

Frank Grisdale

Jeffrey Gates, BA, CIM 

Joel Azzopardi, CFP, CIM 

Klaus Koeppen

Matthew Beechey 

Nizar Kubursi 

Prateek Ahuja 

Sunny Field 

Wes Gee, CIM, FCSI 

 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
Learn more
 

Contact us

Address

Waterloo Address
150 Caroline Street South
3rd Floor,
Waterloo, ON N2L 0A5
Telephone number: (519) 883-5330
 

This is the contact form that appears in the footer of all websites

The sum of the numbers is incorrect. 6 + 11
*Required fields
✓

Thank you for submitting this form.

!

Sorry, there's been a server error.

Please refresh the page and try to submit again.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.