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

Burlington Lakeview

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Welcome to CIBC Wood Gundy

The CIBC Wood Gundy Lakeview branch has been a part of the Burlington community for over 25 years. In August 2015, we were proud to open our second location, the Burlington Mid-Town branch. Our team of exceptional Investment Advisors place the needs and goals of our clients (and their families) at the forefront of their business. We are committed to understanding your unique needs and developing customized solutions to help you achieve both your short and long-term goals.

Whether you are looking to build your retirement nest egg, transition smoothly into retirement, plan for your children's education or simply organize your financial life, our dedicated professional Investment Advisors will help develop a strategic wealth management plan that's suitable for you in nearly every aspect of your financial life. Our Investment Advisors are very client-focused and are also strong supporters of the community we live and work in.

Please feel free to contact any one of the Investment Advisors listed at either of our branch locations should you have any questions, or would like a second opinion on your financial situation.

Our Investment Advisors & Teams

Doering Chvedukas Advisory Group 

Frank Boal

George Wright 

Gleeson Investment Group 

James Dixon 

Vic Abradjian 

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

Burlington Lakeview Address
390 Brant Street
Suite 500
Burlington, ON L7R 4J4
Telephone number: (905) 631-2587
Toll-free: 1 (866) 841-8819
Fax: (905) 634-9666

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 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.