Personal

“I have been a client for over 17 years ever since I made the change from investing in an RRSP and bank savings account into greater investments for future growth and security as I edge closer to retirement years. I have always appreciated their immediate availability and clear explanations for any queries and the continued growth of my investments following their advice.”

Trust

“I was a little overwhelmed when I was appointed Trustee for a close relative's estate. This team made the whole process of consolidating and investing the estate for strong growth in even the most challenging markets infinitely easier. Their great communication, responsiveness and availability are among their greatest assets.”
—Current client

“We have been clients for many years and we placed our total trust in their financial investing expertise and have never regretted it. We appreciate that we are always kept up to date on our investments. Despite the economic downturn of the last few years, their management and knowledge have kept our investments doing well.”
—Current client

Retirement 

"I truly understand and appreciate all the work that the CIBC Team are doing daily to keep my portfolio performing at such a high level. Five years ago, when I decided to retire, I needed advice on how to proceed and whether or not I was in a financial position to make retirement even possible. I had been investing with Wood Gundy for many years with the goal of being able to retire someday. Once the decision was made, I talked to my advisor over several meetings to formulate a plan on how I could make my funds from the sale of a small property in Calgary and my RRIF combined to provide an income stream that could possibly support my improved life style for the rest of my life.

I knew it was impossible to do this by myself so I put my trust in the CIBC Team to find a long range plan to make this happen. This team was always available for me when I needed help or had questions about the market. They told me on more than one occasion when there was a downturn in the market, “Adjustments in the market are not a disaster but an opportunity to buy low.” And this strategy has worked so well for me over the past six years. With smart investing at the right time and constant monitoring of the marker I now feel “peace of mind” that my portfolio is in wonderful hands and that my future looks very good. It is hard to put a price on “peace of mind” but I strongly believe that your team has put me in that position.

Thanks to all members of the CIBC Team"

—Current client