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 CIBC Private Wealth Management

CIBC Wood Gundy

Ley Wealth Management

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Address 72 King Street West Suite 302 Cobourg ON, K9A 2M3
Telephone Number (905) 372-5330
Email Email us
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Group photo of Ley Wealth Management GroupWelcome to Ley Wealth Management Group

For over 30 years now, we have been helping our clients reach their financial goals. As Wealth Managers, this is our role, and we take it very seriously. But what we are most profoundly proud of is the peace of mind, the dream retirements, the vacations of a lifetime our clients get to enjoy today while building a long lasting legacy. This is what we strive for every day.

Behind the plan and the strategy, we know you have a dream, a desire, something greater than yourself you want to leave behind - we design the path to get you there.

Our boutique-style approach centers on delivering meticulously tailored wealth management solutions to achieve your goals, live your dreams and ensure that your legacy is protected and enhanced across generations.

We look forward to learning more about your dreams and helping you reach them confidently.

 

                   

 

Our Team

Gordon Ley

Gordon Ley, CIM

Vice-President
Investment Advisor
Lynn Agueci

Lynn Agueci

Associate Investment Advisor
Carly Ley

Carly Ley, CIM®

Associate Investment Advisor
Angela Brown

Angela Brown

Administrative Associate
Learn more
 

AN INTEGRATED APPROACH FOR YOUR WEALTH

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Investment Management

We work with you to navigate the markets, life events and any changes to your finances.

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Private Banking and Trust Services

Your experienced private banking team delivers services to meet your unique financial vision and strategy.

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Wealth Strategies

Your wealth strategists are skilled at navigating opportunities to structure, preserve and optimize your wealth.

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Stewardship

Your advisory team assists with some of life's most significant decisions. This includes multi-generational family wealth consultancy, financial education for younger generations, business succession and transition planning, and strategic philanthropy, foundations and legacy advisory.

Learn more
 

Contact us

Address

72 King Street West
Suite 302
Cobourg, ON K9A 2M3
Telephone number: (905) 372-5330
Toll-free: 1 (877) 217-9323
Fax: (905) 372-6281
 

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“CIBC Private Wealth Management” 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 Management 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.


The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.