Our process is based on listening to you and because of this, we take the time to develop meaningful relationships and build trust with each of our clients. It starts with our initial meeting where we not only get to know you and your family but also your needs and your concerns. From that initial meeting to the monitoring of your personalized solution, we take the necessary steps to ensure that every aspect is done thoroughly and with the utmost care. While we pride ourselves on the precision and speed that we execute these steps, we also take the time to make sure that you are comfortable and understand the process. This process has proven to build a solid foundation in building lifetime relationships with our clients.
Trust Built on Over 100 Years of History
The Wood Gundy partnership opened its doors for business in Toronto on February 1, 1905, specializing in underwriting and distributing municipal and provincial bonds. Its young founders, George Herbert Wood and James Henry Gundy, envisioned a financial services firm built on innovation, integrity and solid client relationships – values that the firm maintains today.
Acquired by CIBC in 1988, what is now known as CIBC Wood Gundy has created a legacy of helping generations of Canadians meet their financial goals.
Today, CIBC Wood Gundy is the retail division of CIBC World Markets Inc., the corporate and investment banking arm of CIBC, a full-service global financial institution. Over 1,000 CIBC Wood Gundy Investment Advisors work in more than 80 branches across Canada, upholding the standards first envisioned by George Wood and James Gundy over a century ago to ensure our name remains synonymous with trust, excellent service and investment expertise.