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

George Wright

  • Home
  • About us
    • Our team
    • Investment Philosophy & Process
    • Fees & Compensation
  • Services
    • Our solutions
    • Advisor Managed Account
    • Performance of Our Strategies
    • Client Servicing
    • Portfolio Management & Overview
  • Community
  • Client Communications
  • Contact us
 

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Introduction

Thank you for considering the services that our group provides. Our goal to is create and maintain long-term financial success for our clients through the use of traditional investment methodologies and prudent financial and estate planning. Our clients include Canadian families, corporations, trusts, estates and foundations.

George Wright

George Wright, CIM, FMA

Senior Wealth Advisor, Senior Portfolio Manager

(905) 631-2577
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george.wright@cibc.ca
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George is the Senior Wealth Advisor and lead Portfolio Manager for the team. He is a graduate of the University of Guelph and holds an honours degree in philosophy. George joined CIBC in 2002, became an Investment Advisor in 2004 and received the Canadian Investment Manager (CIM®) designation to become a Portfolio Manager in 2009. George is married with two children and has lived in Burlington for most of his life.

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

 
George Wright

George Wright, CIM, FMA

Senior Wealth Advisor
Senior Portfolio Manager
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Shalu Cheema

Shalu Cheema, CIM®

Wealth Advisor
Associate Portfolio Manager
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Marta Bartoszek

Marta Bartoszek, PFP

Wealth Advisor
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Lauren Grimmer

Lauren Grimmer

Client Associate
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Contact us

Address

George Wright Address
390 Brant Street
Suite 500
Burlington, ON L7R 4J4
Telephone number: (905) 631-2577
Toll-free: 1 (866) 841-8819
Fax: (905) 634-9666

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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.