OUR PRODUCTS AND SERVICES

Sound management of your assets must be done in the context of a lasting relationship based on trust, expertise and a full understanding of your needs. CIBC Wood Gundy’s personalized service offerings go well beyond investment advice and managing your money. I can offer you investment, insurance and tax strategies that will enable you to grow, protect and optimize your assets throughout your lifetime.

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

Financial planning
Investment advice
Registered savings solutions
Estate planning
Business transition planning
Charitable giving

RETIREMENT SOLUTIONS

Whether you are saving for retirement or to fund a child’s university education, a registered account is a tax-efficient complement to any investment portfolio. We offer our clients the following registered accounts:

Registered Retirement Savings Plan (RRSP)
Registered Education Savings Plan (RESP)
Registered Retirement Income Fund (RRIF)
Tax Free Savings Account (TFSA)

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Financial Planning

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 changes as your priorities do.

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

An investment advisor shaking a woman’s hand, who is sitting in her home alongside her husband

Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

A couple looking at an estate plan with their investment advisor

Estate Planning

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

A group of people in business attire discussing with an investment advisor

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. For more information on the CIBC Giving Back Program:

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Services