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

Intrinsic Financial Group

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Address 530 Queen Street East Suite 100 Sault Ste. Marie ON, P6A 2A1
Telephone Number (705) 949-5808
Email Email us
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We’re honoured to be chosen as one of Canada’s Top Wealth Advisor for 2022 by The Globe and Mail and SHOOK Research ranking.

 

Our mission at the Intrinsic Financial Group, is to create simplicity and efficiency in your life so that you are able to enjoy all of the achievements of your life and work. We are here to provide you with the tools, expertise, experience, and advice necessary so that you and your loved ones feel financially secure, and to ensure you are able to accomplish all of the goals that are most important to you. We will support you through all of life’s milestones, whether it be growing your corporation, funding your retirement, or assisting future generations with their dreams.

 

We believe that there is no universal solution for everyone, so we will create a highly personalized investment portfolio that aligns with your unique needs and objectives. We will provide you with a holistic financial picture by collaborating with your tax, legal, real estate, and banking professionals, to make sure all of your goals are achieved in the most optimal manner.

 

We work alongside generations of affluent families in managing their assets, planning for their future, and creating a seamless legacy transfer to the next generation. We have been helping our clients for over three decades, and will be here for you and your family for generations to come.

 

 

 

Intrinsic Financial Group Stats - 475 Million Assets under management, 75 years of combined experience, 30 years in business, 1 source for all of your financial needs

 

Contact us

Address

530 Queen Street East
Suite 100
Sault Ste. Marie, ON P6A 2A1
Telephone number: (705) 949-5808
Toll-free: 1 (800) 461-6000
Fax: (705) 949-5970
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.