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

Duffy Investment Team

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Address 117 Cranbrook Street North Suite 102 Cranbrook BC, V1C 3P8
Telephone Number (250) 489-6960
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OUR PRODUCTS AND SERVICES

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

  • Financial planning
  • Investment advice 
  • Registered savings solutions
  • Estate planning
  • Business transition planning 
  • Charitable giving
 
A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
A couple getting investment advice from their advisor

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
An investment advisor shaking a woman’s hand, who is sitting in her home alongside her husband

Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
A group of people in business attire discussing with an investment advisor

Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

Click here Opens in a new tab.
 

Advisor Managed Accounts (AMA)

This program offers many benefits:

  • Professional, Fully-Managed Account: Your account will be professionally managed by a discretionary Portfolio Manager according to your specific needs.
  • Unrivalled Expertise: CIBC Wood Gundy Portfolio Managers are able to provide you with the benefit of their unique expertise gained from having met the most stringent business qualification criteria and industry requirements.
  • Freedom From Day-to-Day Trading Decisions: Calls on every trade are eliminated, evolving the nature of your conversations with your Portfolio Manager.
  • Transparent Fee-Based Billing: The transparent fee-based billing aligns your interests with those of your Portfolio Manager and also provides you with tax deductions on fees.
  • Enhanced Reporting: You will receive top quality portfolio reviews, reserved for only our most valued services.

Our Model Portfolios

Alan Duffy, CIM - Canadian Focused Balanced Portfolio

Alan Duffy, CIM - North American Equity Portfolio

Business Succession Planning

A business transition plan is the first step in securing the future of your business and ensuring that your own personal retirement goals are met. A proper business transition plan will help you ensure the smooth transition of your company, provide you with financial security and protect everything you have worked so hard to achieve. Whatever the goal of your business transition plan, the key is to identify your financial objectives, start planning early and use the advice of a team of experts to ensure your company will continue to be successful.

Will Planning

While estate planning is about more than simply writing a Will, a Will provides a framework to ensure the distribution of your assets to your heirs in a timely and tax-efficient manner and is an important part of every estate plan.

Fee Based Accounts

With fee based accounts, a monthly or quarterly fee is charged based on the assets in your account. Benefiting from the advice of an investment professional and knowing that someone you trust is looking out for your best interests is the foundation of a fee-based account. This includes investment advice, portfolio construction, rebalancing, keeping you informed and ongoing monitoring - giving you the freedom to focus on what's most important to you.

Retirement Solutions

We offer the following registered account options for our clients:

  • Registered Retirement Savings Plan (RRSP): RRSP contributions, up to an annual maximum amount, are tax-deductible, and your investments grow tax-deferred until withdrawn.
  • Registered Retirement Income Fund (RRIF): A RRIF is a tax-effective way to draw income from your RRSP after retirement, while continuing to earn tax-free growth on the funds within the account.
  • Tax-Free Savings Account (TFSA): You can contribute up to $10,000 to a TFSA each year and access your savings at any time. Your investments grow tax-free and you won't pay tax on any growth earned in the account, even when you make a withdrawal.
  • Locked-In Retirement Account (LIRA): A LIRA is an RRSP subject to restrictions under federal or provincial pension legislation. You may transfer eligible pension funds to a LIRA, where the funds can grow tax-deferred until withdrawal.
 
 
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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.