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

Barrie

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Our integrated offer

Our integrated CIBC Private Wealth offering brings together Wood Gundy, Private Banking, Estate Planning and Insurance, Private Investment Counsel and Trust in partnership with CIBC Commercial Banking under a common leader. This provides strong connectivity between the lines of business, encourages more referrals and allows us to offer our business clients a full suite of services. We foster this same connectivity and partner engagement with our Personal and Business Banking colleagues.

 

Leadership

We’ve also taken a one-leader approach for each of our regions. The regional heads oversee all facets of the Private Wealth offering— providing continuity of service and greater transparency across our lines of business. Together, we consider who you are today and where you want to be tomorrow.

 

Your transition

We know it’s important that your transition is as seamless as possible. We’re committed to providing the resources you need to make sure your move is a successful and excellent experience for you and your clients. Our team is dedicated to you from day one, with a wealth of knowledge, expertise and guidance we will guide you every step of the way so you’re well prepared for client meetings. 

 

Learn more about a career with CIBC Wood Gundy

 

Investment Advisors

In our Barrie branch, we focus on individuals and teams who are passionate in building long-lasting client relationships, delivering expert advice and offering comprehensive wealth management. 

Our goal is to be the leader in both client relationships and the continued growth of our Investment Advisors. We focus on building long-lasting client relationships, by putting the focus on our clients to ensure we are providing them with what they need, and striving to exceed their expectations.

Our Investment Advisors draw on their individual entrepreneurial spirit and our dedicated branch support to provide clients with investment and financial management expertise. 

Associates

Our teams here at CIBC Wood Gundy Barrie go above and beyond for their clients. As an Associate, you’ll partner with an Advisor or Advisory team as they build their relationships, develop financial plans, and implement comprehensive wealth management strategies for their clients. You’ll be an integral part in helping your Advisors continue to offer the best to their clients. 

Contact our branch management team to learn more!

Investing in and growing our team

June 29, 2021

Investing in our CIBC Private Wealth talent is one of our top priorities. Learn more about the journeys of some of our colleagues through this video.

 

CIBC Private Wealth Management: Come Join Us!

 

[Soft music plays]

 

[Andrew McDonald, Portfolio Manager

CIBC Wood Gundy | CIBC Private Wealth]

 

Andrew McDonald: Coming into work is 90 percent fun and 10 percent work.

 

[A woman talks animatedly at a boardroom table. In an office hallway a group of people surround Victor Dodig, as he helps a child ring a bell.]

 

Debra Wooding: It's about the people, it's about the culture.

 

[Debra Wooding, Portfolio Manager, Investment Advisor

CIBC Wood Gundy | CIBC Private Wealth]

 

Debra Wooding: And I think it's a great place to work because we have the best of both.

 

[Jim Wilson, Investment Advisor, Portfolio Manager

CIBC Wood Gundy | CIBC Private Wealth]

 

Jim Wilson: I started CIBC in 1997.

 

[Joyce Slade, Client Service Manager

CIBC Private Wealth Management]

 

Joyce Slade: It's actually been 12 years.

 

[Floyd Harris, Investment Advisor

CIBC Wood Gundy | CIBC Private Wealth]

 

Floyd Harris: For just over 20 years now.

 

[The CIBC logo on the wall of the CIBC Wood Gundy Bay Street Branch lobby.]

 

[Teresa Raponi, Branch Manager

CIBC Wood Gundy | CIBC Private Wealth]

 

Teresa Raponi: I think CIBC Private Wealth is a great place to work, because it allows me to contribute to what I think is a very exciting business.

 

Floyd Harris: CIBC has been a great place to grow your career, just as I have, because the culture and the leadership is quite fantastic.

 

Joyce Slade: I feel that is really inclusive and supportive of my own career development.

 

[A woman sits at a desk and types on a keyboard looking at two monitors.]

 

Andrew McDonald: It has been an incredible journey, full of great relationships and opportunity.

 

[A woman walks into a downtown CIBC branch. The woman and an advisor shake hands.]

 

Jim Wilson: I always felt that I could be who I was. I felt like I had complete freedom to build a practice exactly the way that I wanted to.

 

[A low angle shot of a CIBC office tower.]

 

[CIBC welcomes DIVERSITY]

 

[A group of people talk at a boardroom table.]

 

[and welcomes DIFFERENT IDEAS]

 

Jonathan Haas: CIBC welcomes diversity. It welcomes different ideas, regardless of age, gender, background anything like that.

 

[CIBC is building a more diverse, inclusive gender-balanced culture.]

 

[A time-lapse image of the downtown Toronto skyline at night. A group of people talk at a boardroom table. Two women talk to each other at a board room table.]

 

Debra Wooding: I think we're building an even more diverse, inclusive, gender-balanced culture.

 

[A range of diverse women smile and look into the camera.]

 

Teresa Raponi: This is such an exciting time for women who aspire to have a career in Wealth Management.

 

Joyce Slade: I’m a woman, visible minority, and I've always felt very supported in everything that I do here.

 

[A series of images of diverse CIBC employees smiling at the camera.]

 

Joyce Slade: We've got a really diverse group of people who love their job, and who love supporting clients.

 

[Two men in suits walk down an office hallway. The CIBC flag waves outside an office tower. A group of CIBC employees in red Miracle Day T-shirts work at their desks, surrounded by red balloons. A man looks at four monitors showing market data. A man points with a pencil at a pie chart on a piece of paper.]

 

Floyd Harris: CIBC helps me by giving me the tools to be able to assist my client in whatever their endeavors are.

 

[CIBC has the bench strength]

 

[A large team meeting is held in a boardroom.]

 

[The depth of research]

 

[A man looks at market data on two monitors.]

 

[And the reach into CANDIAN HOUSEHOLDS]

 

[An aerial view of suburban houses.]

 

[At CIBC we put our CLIENTS FIRST]

 

[A woman and a man walk towards an office building.]

 

Andrew McDonald: And with the bench strength of CIBC, with the depth of research, with the reach into Canadian households, I think we are able to really put our clients first.

 

[CLIENTS don’t care about how much you know]

 

[Debra Wooding and two clients talk at a boardroom table.]

 

[Unless they know how much you care.]

 

[Debra Wooding puts flowers in a vase and puts the vase on a coffee table in a lobby.]

 

Debra Wooding: Clients don't care about how much you know unless they know how much you care.

 

[A large team meeting is held in a sunlit boardroom. A client signs a document and shakes an advisors hand. Two college age women sit on a bench a laugh. A young woman smiles and looks into the camera. A young man and woman stand in a room under construction and hold blueprints.]

 

Floyd Harris: Getting to know people personally when you can help them achieve their goals, or when their kids go off to university, or help their kids buy that first house.

 

[Competence plus caring is a potent combination]

 

[Debra Wooding and two clients talk at a boardroom table.]

 

Debra Wooding: Competence with caring, it's a potent combination.

 

[The CIBC logo on the wall of the CIBC Wood Gundy Bay Street Branch lobby.]

 

Floyd Harris: CIBC Private Wealth is a great place for young people wanting to embark on their career.

 

[A series of diverse young men and women smile and look directly at the camera in various locations.]

 

Jim Wilson: We need young blood and young ideas.

 

[CIBC is a future leader]

 

[A hyper-lapse image of a CIBC office tower at night. Birds fly off a large bridge at dusk.

 

[To reach a market that represents all CANADIANS]

 

[A time-lapse shot of Nathan Philips Square in winter.]

 

Andrew McDonald: CIBC's clearly making the effort to be a future leader. To reach a marketplace that is representative of all Canadians.

 

[To invest in our communities]

 

[A child puts a large puzzle piece against a wall at a CIBC Miracle Day event outside Commerce Court. A series of images of children in classrooms holding large puzzle pieces. Children in wheelchairs draw on the large puzzle pieces.]

 

Andrew McDonald: To invest in our communities. And I think with that passion in attracting even greater talent, I think we are going to be a force to be reckoned with.

 

[CIBC Private Wealth Management: Come Join Us!]

 

Jonathan Haas: Come join us at CIBC Private Wealth Management.

 

[The CIBC logo and “CIBC Private Wealth Management” are trademarks of

Canadian Imperial Bank of Commerce. The material and/or its contents

may not be reproduced without the express written consent of CIBC.

CIBC Private Wealth Management: Come Join Us!

 

[Soft music plays]

 

[Andrew McDonald, Portfolio Manager

CIBC Wood Gundy | CIBC Private Wealth]

 

Andrew McDonald: Coming into work is 90 percent fun and 10 percent work.

 

[A woman talks animatedly at a boardroom table. In an office hallway a group of people surround Victor Dodig, as he helps a child ring a bell.]

 

Debra Wooding: It's about the people, it's about the culture.

 

[Debra Wooding, Portfolio Manager, Investment Advisor

CIBC Wood Gundy | CIBC Private Wealth]

 

Debra Wooding: And I think it's a great place to work because we have the best of both.

 

[Jim Wilson, Investment Advisor, Portfolio Manager

CIBC Wood Gundy | CIBC Private Wealth]

 

Jim Wilson: I started CIBC in 1997.

 

[Joyce Slade, Client Service Manager

CIBC Private Wealth Management]

 

Joyce Slade: It's actually been 12 years.

 

[Floyd Harris, Investment Advisor

CIBC Wood Gundy | CIBC Private Wealth]

 

Floyd Harris: For just over 20 years now.

 

[The CIBC logo on the wall of the CIBC Wood Gundy Bay Street Branch lobby.]

 

[Teresa Raponi, Branch Manager

CIBC Wood Gundy | CIBC Private Wealth]

 

Teresa Raponi: I think CIBC Private Wealth is a great place to work, because it allows me to contribute to what I think is a very exciting business.

 

Floyd Harris: CIBC has been a great place to grow your career, just as I have, because the culture and the leadership is quite fantastic.

 

Joyce Slade: I feel that is really inclusive and supportive of my own career development.

 

[A woman sits at a desk and types on a keyboard looking at two monitors.]

 

Andrew McDonald: It has been an incredible journey, full of great relationships and opportunity.

 

[A woman walks into a downtown CIBC branch. The woman and an advisor shake hands.]

 

Jim Wilson: I always felt that I could be who I was. I felt like I had complete freedom to build a practice exactly the way that I wanted to.

 

[A low angle shot of a CIBC office tower.]

 

[CIBC welcomes DIVERSITY]

 

[A group of people talk at a boardroom table.]

 

[and welcomes DIFFERENT IDEAS]

 

Jonathan Haas: CIBC welcomes diversity. It welcomes different ideas, regardless of age, gender, background anything like that.

 

[CIBC is building a more diverse, inclusive gender-balanced culture.]

 

[A time-lapse image of the downtown Toronto skyline at night. A group of people talk at a boardroom table. Two women talk to each other at a board room table.]

 

Debra Wooding: I think we're building an even more diverse, inclusive, gender-balanced culture.

 

[A range of diverse women smile and look into the camera.]

 

Teresa Raponi: This is such an exciting time for women who aspire to have a career in Wealth Management.

 

Joyce Slade: I’m a woman, visible minority, and I've always felt very supported in everything that I do here.

 

[A series of images of diverse CIBC employees smiling at the camera.]

 

Joyce Slade: We've got a really diverse group of people who love their job, and who love supporting clients.

 

[Two men in suits walk down an office hallway. The CIBC flag waves outside an office tower. A group of CIBC employees in red Miracle Day T-shirts work at their desks, surrounded by red balloons. A man looks at four monitors showing market data. A man points with a pencil at a pie chart on a piece of paper.]

 

Floyd Harris: CIBC helps me by giving me the tools to be able to assist my client in whatever their endeavors are.

 

[CIBC has the bench strength]

 

[A large team meeting is held in a boardroom.]

 

[The depth of research]

 

[A man looks at market data on two monitors.]

 

[And the reach into CANDIAN HOUSEHOLDS]

 

[An aerial view of suburban houses.]

 

[At CIBC we put our CLIENTS FIRST]

 

[A woman and a man walk towards an office building.]

 

Andrew McDonald: And with the bench strength of CIBC, with the depth of research, with the reach into Canadian households, I think we are able to really put our clients first.

 

[CLIENTS don’t care about how much you know]

 

[Debra Wooding and two clients talk at a boardroom table.]

 

[Unless they know how much you care.]

 

[Debra Wooding puts flowers in a vase and puts the vase on a coffee table in a lobby.]

 

Debra Wooding: Clients don't care about how much you know unless they know how much you care.

 

[A large team meeting is held in a sunlit boardroom. A client signs a document and shakes an advisors hand. Two college age women sit on a bench a laugh. A young woman smiles and looks into the camera. A young man and woman stand in a room under construction and hold blueprints.]

 

Floyd Harris: Getting to know people personally when you can help them achieve their goals, or when their kids go off to university, or help their kids buy that first house.

 

[Competence plus caring is a potent combination]

 

[Debra Wooding and two clients talk at a boardroom table.]

 

Debra Wooding: Competence with caring, it's a potent combination.

 

[The CIBC logo on the wall of the CIBC Wood Gundy Bay Street Branch lobby.]

 

Floyd Harris: CIBC Private Wealth is a great place for young people wanting to embark on their career.

 

[A series of diverse young men and women smile and look directly at the camera in various locations.]

 

Jim Wilson: We need young blood and young ideas.

 

[CIBC is a future leader]

 

[A hyper-lapse image of a CIBC office tower at night. Birds fly off a large bridge at dusk.

 

[To reach a market that represents all CANADIANS]

 

[A time-lapse shot of Nathan Philips Square in winter.]

 

Andrew McDonald: CIBC's clearly making the effort to be a future leader. To reach a marketplace that is representative of all Canadians.

 

[To invest in our communities]

 

[A child puts a large puzzle piece against a wall at a CIBC Miracle Day event outside Commerce Court. A series of images of children in classrooms holding large puzzle pieces. Children in wheelchairs draw on the large puzzle pieces.]

 

Andrew McDonald: To invest in our communities. And I think with that passion in attracting even greater talent, I think we are going to be a force to be reckoned with.

 

[CIBC Private Wealth Management: Come Join Us!]

 

Jonathan Haas: Come join us at CIBC Private Wealth Management.

 

[The CIBC logo and “CIBC Private Wealth Management” are trademarks of

Canadian Imperial Bank of Commerce. The material and/or its contents

may not be reproduced without the express written consent of CIBC.

Back to Video
 
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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.