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 Simsoe Shores branch, we focus on individuals and teams who are passionate in building long-lasting client relationships, delivering professional 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 Simcoe Shores 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!
