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 CIBC Private Wealth Management

CIBC Wood Gundy

The Harvester Financial Group

  • Home
  • About us  
    • Our team
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Address 3115 Harvester Road Suite 100 Burlington ON, L7N 3N8
Telephone Number (905) 631-3910
Email Email us
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Building trust through integrity in everything we do

All successful relationships have a foundation in trust, a commitment to open and honest communications, dedication and time.

Providing thoughtful, personalized and innovative wealth
management strategies for affluent families.

Years of helping clients achieve their long-term investment and financial goals have taught us that no two clients have the same objectives. Committed to financial planning that focuses on a one-to-one relationship with the client, not on products or pre-packaged solutions.

 

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.

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CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

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ONE FOR CHANGE

 

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

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Contact us

Address

3115 Harvester Road
Suite 100
Burlington, ON L7N 3N8
Telephone number: (905) 631-3910
Toll-free: 1 (844) 308-7501
Fax: (905) 333-5995
 

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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.