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

The Geissler Financial Group

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The Geissler Financial Group works with Canadian families and businesses to help them achieve their personal and corporate financial goals. We promote a conservative long-term approach to investing using personalized financial plans that address your retirement and estate planning needs as well as your tax minimization concerns.

Our plans are based on our understanding of your portfolio objectives including: time horizon, desired return, risk tolerance, tax situation and income requirements. By understanding your unique situation, we are able to provide you with an investment approach that suits your financial goals and investment style.

Good communication and quality service are essential to the success of your investment plan. You can be assured of our ongoing commitment to you and your financial well-being. We will be available to answer your questions, provide you with written reviews of the performance of your portfolio and meet on a regular basis to discuss the progress of your plan.

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our Team

 
Cheryl Geissler

Cheryl Geissler, CIM®

Wealth Advisor
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Michelle Lam

Administrative Assistant
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Contact us

Address

The Geissler Financial Group Address
Brookfield Place Suite 600
181 Bay Street
Toronto, ON M5J 2T3
Telephone number: (416) 369-8841
Toll-free: 1 (800) 387-1865
Fax: (416) 369-8987

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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.