We know you are always looking for ways to simplify your life, including your financial affairs. As a CIBC Wood Gundy client, you already benefit from the financial knowledge and expert advice of your Investment Advisor, but did you know that we provide financial solutions beyond investment advice? CIBC Wood Gundy is part of the CIBC Group of Companies, one of the largest financial institutions in Canada. Your Investment Advisor can help you build a team of experts that can offer tailored solutions to meet all aspects of your financial needs. From everyday banking and lending to sophisticated trust, estate and offshore planning solutions, we have got you covered.
Having all your financial needs managed by your team of CIBC Advisors allows us to offer comprehensive, holistic solutions based on an in-depth understanding of your goals. A holistic plan brings together trusted experts and advisors all working together for you. Some benefits include:
Convenience and peace of mind that comes with dealing with one financial institution
An expanded product and service offering
Comprehensive investment strategy
Potential cost savings
Risk management
CIBC FirstCaribbean International Bank
CIBC FirstCaribbean is a major Caribbean bank offering a full range of market-leading financial services in Corporate Banking, Retail Banking, Wealth Management, Credit Cards, Treasury Sales and Trading, and Investment Banking. It is the largest, regionally-listed bank in the English and Dutch-speaking Caribbean. The bank has over 69 branches, 22 banking centres, and seven offices in 17 countries.
Under the leadership of CIBC FirstCaribbean International Bank, CIBC Bank and Trust Company (Cayman) Limited and CIBC Trust Company (Bahamas) Limited, clients have the ability to establish a trust domiciled in the Cayman Islands or Bahamas. In addition, any assets held within an offshore trust can continue to benefit from the professional investment advice of your CIBC Wood Gundy Investment Advisor.
CIBC Business Banking
CIBC Business Banking consists of distinct partners such as Small Business, Commercial Banking and National Businesses, as well as Mid-Market Investment Banking, that provide service to business owners and corporate clients. With experts in every field – cash management, oil & gas, agriculture, real estate and trade finance – CIBC Business Banking has solutions that are as comprehensive and diverse as your needs. To help you find the right solutions, all commercial clients are assigned a dedicated Relationship Manager whose role is to understand your current and future financial needs by knowing your company, your industry and your objectives. Building on this understanding, our Relationship Managers work with our product and services experts to ensure that the solution designed for your company meets your specific needs. Our partners at CIBC Mid-Market Investment Banking can also provide advice on business valuation, help locate potential buyers and negotiate the terms of the transaction on your behalf when a sale is the desired exit strategy.
Make CIBC Your One-Stop Solution
With answers to all of your financial needs, you benefit from having freedom and peace of mind knowing that CIBC is the only bank you will ever need.
Don't leave your financial security to just anyone. By working with your CIBC Wood Gundy Investment Advisor, you will have access to the industry's top professionals who put your interests first. To establish your own team of experts, speak with your CIBC Wood Gundy Investment Advisor today.
