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

Jeffrey Gates

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Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5319
Email Email us
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Jeffrey Gates, BA, CIM

Investment Advisor
(519) 883-5319
jeff.gates@cibc.com
LinkedIn

Jeff's interest in managing private wealth and offering financial advice was fabricated from his Bachelor of Business Administration and Political Science degree from Brock University. Now, with over 25 years of experience in the financial services industry, as well as holding the Certified Investment Manager (CIM) designation, one of  the highest attainable designations in the financial services industry, he prides himself with providing comprehensive advice in areas such as: investment management, financial and retirement planning, portfolio design and tax minimization. Jeff is also qualified to provide insurance products and advice including individual pension plans and annuities. He has made unparalleled client service and the development of comprehensive investment plans tailored to individual financial objectives the cornerstone of his business.

 

Ontario's Premier Investment Planner

Are you in need of a financial advisor that can help you keep your financial situation in check? If you have any concerns that involve your financial status, the assistance of a capable and trained advisor like Jeff Gates can go a long way for you. With expert advice and guidance in areas such as investments and retirement planning, nothing can top teaming up with our professional team of wealth management experts.

Using the CIBC group of companies’ resources, we have access to expertise in all aspects of financial planning and advice which will help you take control of your wealth and financial goals. A professional advisor like Jeff will discuss your current financial situation and create a holistic approach to maximize your return on investment, as well as provide the basis for a successful financial future. Jeff has been providing sound investment and wealth management advice for over 20 years in the Waterloo region and has proven his tenacity and expertise that only the best investment advisors and financial advisors possess.

 

Retire on Your Own Terms

Are you prepared for your retirement? Jeff Gates can provide financial insight that will help you create a comprehensive retirement plan. Our financial experts can provide you with the building blocks required to retire comfortably. Retirement is a major part of peoples life and an investment advisor is a critical key to a successful retirement plan. We will provide expert insight to create a retirement plan that suits the needs of each individual. The protection of our client’s wealth through all stages of life is the cornerstone of our business.

 

Schedule a Free Consultation Today

Whether you are new to the world of investing and wealth management, or just want a second professional opinion, call  us today. We are a flexible and innovative group who can remotely provide our services across the country, as well as here in the Waterloo region. We are committed to providing premium financial advice through a variety of simple and complex wealth management strategies.

 

Jeffrey Gates, BA, CIM

Investment Advisor

Julie Goode

Client Associate

Alex Heber

Administrative Assistant

Victoria Gates

Administrative Assistant
Learn more
 

Contact us

Address

150 Caroline Street South
3rd Floor,
Waterloo, ON N2L 0A5
Telephone number: (519) 883-5319
Toll-free: 1 (800) 265-2308
Fax: (519) 888-6887
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.