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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

Wealthy Individuals and Families

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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Wealthy Individuals and Families

Your success, front and centre.

Your success means you require increasingly sophisticated and coordinated attention. You want to be sure you make the best financial decisions for you and your family. Our solutions, which are rooted in expertise, professionalism and exclusive service, can help address your challenges and define your unique goals.
 

At The Dunn Financial Group, we take a comprehensive approach to managing, building and protecting your wealth. Together, we develop a plan that takes into account who you are today, and what you want for your family and wealth tomorrow, before making recommendations.
 

You deserve a focused, personalized approach and we deliver what is representative of you, your goals and your values—a financial portrait that captures the real you.

 

Click here for the full brochure. 

    

     Private Banking and Trust Services, Investment Management, Wealth Strategies, Stewardrship

 
 
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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.