Discover the Power of Personalized Advice

Up to 3.9x

growth in wealth after 14 years of investors working with an advisor compared to investors without advisors.

74%

of mutual fund investors and 68% of ETF investors state that, because of their advisors, they have better savings and investment habits.

84%

of mutual fund and 78% of ETF investors feel more confident they will reach their investment goals when using an advisor.

Every financial journey is filled with unique challenges and opportunities. Our wealth management services are tailored to anticipate these moments, offering a structured yet flexible plan that adapts to your evolving needs and goals. This isn’t only about the numbers. It’s about providing you with guidance during periods of volatility and building a roadmap to help you feel a sense of control over your personal wealth. Click here to learn more about the power of personalized advice.

A Complete Advisory Experience

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

Financial Planning

Your financial plan is a true reflection of your goals, your values, and the future you are working toward. Our team takes the time to understand what matters most to you, and together with our CIBC partners, we build a personalized plan designed to get you there.

Investment Advice

We offer a range of investment advice services tailored to where you are and where you want to go. Work closely with our team to build and grow your portfolio with guidance every step of the way, or, take a hands-off approach and leave the decisions to our experienced professional investment managers. Either way, you are supported by advice that puts your best interest first.

Registered Saving Solutions

Whether you are planning for a comfortable retirement or funding a child's education, registered accounts are a tax-effective way to make the most of what you have built. We help choose the accounts that are right for you, including, RRSPs, TFSAs, RESPs, LIRAs, and RRIFs, so your savings are always working toward the goals that matter most.

Estate Planning

Planning for a smooth transition of your assets to family members requires a thoughtful estate plan based on your personal values and goals. Our professionals can help you navigate a wide range of issues and we can also offer guidance and advice on tax strategies and how to reduce the impact of market risks and potential family disputes — both now and when your estate is settled.

Business Succession Planning

Transitioning ownership of a business you have spent years building is one of the most complex and consequential decisions you will ever make. Whether you are considering passing the business to a family member, a management buyout, or a sale to an outside party, we work closely with you and our team to develop a plan that is tailored to your goals and built to protect what you have worked so hard to create.

Charitable Giving

Charitable giving can help you support an organization you believe in, while reducing your own tax liabilities and improving your overall estate plan. Whether you are looking to make a gift of cash or property — now or in the future — we can help you achieve your goals in the context of your overall estate plan. Learn more about how we can help you give back with the CIBC Wood Gundy Giving Back program.

Your complete financial life, all under one roof.

From investments and retirement planning to tax strategies and estate planning, we provide comprehensive financial solutions all in one place so you can focus on what matters most.