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

Harty Advisory Team

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History

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 429-8964
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A Tradition of Client Service and Integrity

At CIBC Wood Gundy, we believe there is no better investment than the time we spend getting to know our clients. Understanding your personal and financial goals help us create a wealth management plan that incorporates all aspects of your life and puts your wealth to work for you-- today and in the future.

Our Investment Advisors are committed to building relationships with their clients based on trust and integrity, and will work with you to find the investment solutions that meet your unique needs. Our complete array of financial products and services, together with the unified strengths of CIBC provides the foundation that helps us make our clients the focus of everything we do.

The Wood Gundy partnership opened its doors for business in Toronto on February 1, 1905, specializing in underwriting and distributing municipal and provincial bonds. Its young founders, George Herbert Wood and James Henry Gundy, envisioned a financial services firm built on innovation, integrity and solid client relationships-- values the firm maintains today.

At a time when Canada was a country of savers, not investors, and financial management was largely restricted to corporations and the very wealthy, Wood and Gundy emerged as pioneers in the investment industry. The firm took an active role in the organization of Victory Loans during World War I and helped place war bonds in the hands of over one million Canadians.

With the rapid economic growth following the Second World War came increasing demand for sophisticated financial management expertise. Wood Gundy established itself as one of Canada's premier investment firms, financing new Canadian projects and providing investment advice to individual investors across the country,

Acquired by CIBC in 1988 what is now known as CIBC Wood Gundy has created a legacy of helping generations of Canadians meet their financial goals. Today, CIBC Wood Gundy is the retail division of CIBC World Markets Inc., the corporate and investment banking arm of CIBC, a full-service global financial institution.

 
 
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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.