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

David Ricciardelli

  • Home
  • Our Approach
  • Our Philosophy
    • Our Investment Philosophy
    • Our Client Pledge
    • Our Services
  • Our Team
  • Useful Resources
    • Books
    • Investing Tools, Mailing Lists and Websites
    • Financial Literacy
    • Community
  • Blog
  • Contact us

Our Services

Address 200 King Street West 8th Floor Toronto ON, M5H 3T4
Telephone Number (416) 594-8990
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Our Services

Over time our lives become increasingly complex and a broader array of services are required to ensure we are positioned to achieve our goals. At Ricciardelli Investment Group, we are passionate about markets and helping people.  Whether you would like to utilize our specialists, have us work with professionals you have used in the past, or a combination of the two, we are committed to making your life simpler while implementing comprehensive solutions that are aligned with your goals. 

 

Success Inspires Complexity

A picture depicting life events and situations that make our financial lives more complex.

 

 

We offer customized support and advice that can address all your financial needs, including:

  • Financial planning and insurance

    • Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that provides peace of mind and changes as your priorities do.
  • Investment advice

    • Build and grow your portfolio by working closely with our team. Take a hands-off approach and leave the investing decisions to our professional investment managers. Our team is also available to help review and evaluate non-traditional investments.
  • Registered accounts and tax planning

    • Whether you’re splitting family income, saving for retirement or saving for a child’s post-secondary education, registered (RRSP, TFSA, RESP, …) and non-registered accounts are implemented in tax effective manner.
  • Estate planning

    • An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market impact and potential family disputes—now and when your estate is settled.
  • Private and commercial banking

    • Working closely with experienced private and commercial banking teams to deliver seamless integration with full-service banking, customized lending, partner and capital loans, and liquidity solutions to meet your unique financial vision and strategy.
  • Concentrated positions

    • A full range of solutions to help you monetize, diversify and hedge concentrated positions in a manner that is both aware of your constraints and tax efficient.  
  • Business transition planning

    • A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.
  • Charitable giving

    • Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. Click here to learn more.

 

Finally, our extensive professional network and our affiliation with CIBC means we have access to key individuals to provide a complete range of advice and services to meet even the most unique financial needs.

 

Meet our team.

 
 
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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.