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

Danisi Financial Group

  • HOME
  • WHO WE ARE
    • Our Team
    • Our Value Proposition
    • Our Process
    • The Network Effect
    • Our Client Commitments
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Not-For-Profits & Foundations
  • HOW WE HELP
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Insurance
    • Estate & Tax Planning
  • OUR OFFERING
    • Products
    • Services
  • MARKET INSIGHTS
  • CONTACT US

Not-For-Profits & Foundations

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 282-6857
Email Email us
Email Email
Telephone Number Tel

Not-For-Profits & Foundations

Are you maximizing the efficiency of your organization’s financial resources to support strategic goals? How can you safeguard your organization’s assets while pursuing growth in a fluctuating economic landscape?

 

Institutions and community organizations, such as hospitals, mutual insurance companies, foundations, and estates, often require professional financial management that is both transparent and tailored to their unique needs. Danisi Financial Group has a long history of providing personalized and comprehensive assistance to various entities of this nature.

 

Our Services for Not-For-Profits & Foundations

  • Dedicated Team: A dedicated team of professionals managing and administering the portfolio.

  • Board Presentations: Regular presentations to your board members.

  • Customizable Reporting: Customizable monthly reporting for your convenience.

  • Online Access: Online access for easy administration.

  • Competitive Fees: A competitive fee structure.

  • Collaboration: Collaboration with your accountants, lawyers, and other advisors to build a strong support network.

  • Tax Planning: Comprehensive Tax package to simplify annual planning.

 
 
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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.