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

James Lindover

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Who do I help

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2300
Email Email us
Email Email
Telephone Number Tel

Who Do I Help

Clients require comprehensive wealth management and professional guidance managing their investment portfolios.

  • Professionals (doctors, dentists, lawyers, optometrists, engineers, professional athletes) seeking advanced wealth planning
  • Business owners looking for advanced corporate and personal wealth planning
  • Individuals transitioning/selling their business
  • Clients who want to protect and enhance their after-tax value of their estate
  • Clients approaching retirement and want to explore strategies to maximize after-tax retirement income
  • Most individuals do not have the time or inclination to look after their investments and need a professional to do it for them
  • Individuals receiving a lottery win or inheritance
  • Clients who are unsure of their current portfolio's and would want a second opinion

As a CIBC Wood Gundy Investment Advisor, I take a proactive, comprehensive approach to guiding clients to understand all of the pieces to their financial needs.

 

CIBC Mid-Market Investment Banking

My partners at CIBC Mid-Market Investment Banking specialize in helping business owners:

  • Sell their business
  • Grow through acquisition
  • Raise equity capital and secure debt financing

 

To benefit from our experience, contact me today.

 
 
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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.