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

François Guy Financial Group

  • Home
  • About us
    • Our team
    • Our partners
    • Testimonials
  • Our core principles
  • Products and Services
    • Services
    • Family Office
    • Market insights
  • Community
    • Our involvement
    • Philanthropy
  • Contact us

About us

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 392-7686
Email Email us
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About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

CIBC Wood Gundy – Key Facts

  • CIBC Wood Gundy is one of Canada's most reputed companies for investment advisory services and has been in operation for over 100 years.
  • CIBC Wood Gundy is the second largest full-service brokerage in the country in terms of income and assets.
  • There are more than 1,000 CIBC Wood Gundy Investment Advisors in 100 branches across Canada.
 

A Leader in Canada

Since 1905, CIBC Wood Gundy has offered Canadian investors unparalleled service. With a storied legacy, CIBC Wood Gundy provides brokerage services to the country's most remarkable private clientele. It is one of Canada's largest full-service financial institutions.

We are part of a global company and our links with the CIBC Group of Companies bring our clients numerous advantages. Our parent firm, CIBC World Markets Inc., is a multiservice investment bank active in North America's largest financial markets and elsewhere in the world.

 

Peace of Mind

CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investment Regulatory Organization (CIRO). As such, it is subject to the statutes, regulations and rules of that organization that govern the conduct of business, minimum capital requirements and record keeping.

CIRO is a self-regulating organization in the Canadian securities sector. World Markets CIBC Inc. is also a Member of the Canadian Investor Protection Fund (CIPF), a fund financed by members of CIRO to protect client assets held by member companies. Clients of CIBC Wood Gundy can be assured that their accounts are protected by the CIPF up to a certain amount.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
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As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

 
 
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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.