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

James F E Dunn

  • Home
  • About us
  • Integrated approach
  • Preparing for your future
    • Business Owners And Entrepreneurs
    • Professionals and Executives
    • Wealthy Individuals and Families
  • Family Office
  • Market insights
  • Community

Family Office

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7820
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Family Office

"Our mission is to assist you in creating a lasting legacy for you, your family and for generations to come."

The world is more complex than ever. As a result, you may find you are navigating numerous investment options, tax and legal considerations, technological developments and risk considerations. Also, the definitions of “family”, “home”, and even “success”, are evolving, which may make it difficult for you to remain objective and in control when it comes to your wealth. CIBC Family Office seeks to guide you and your family through these challenges and opportunities. We can help you organize and understand the intricacies of wealth ownership, with a focus on your current and future goals.

We work in close collaboration with experts from across CIBC, as well as your external advisors, to provide a bespoke and elevated experience to you, our most important clients. You can count on us for expert guidance in these four key areas:
 

       . Stewardship

       . Personal Financial Management

       . Family Enterprise Advisory And Succession Planning

       . Institutional Investment Management

 

Click here for more details on our family office offering.

 
 
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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.