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

Jeffrey Gates, BA, CIM

  • Home Page
  • About Us
    • Our Team
    • About Wood Gundy
  • Our Clients
    • Business Owners
    • Medical Professionals
    • Professionals
    • Seniors
  • Partner Resource Centre
  • Contact Us

About Wood Gundy

Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5319
Email Email us
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About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth.

Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning

  • Inheritance

  • Strategic philanthropy

  • Legacy planning

  • Business succession

 
 
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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.