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

Kingston

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CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in more than 100 locations across the country, we continue to provide clients with expert advice and superior service.

Our Investment Advisors & Teams

Fred Benford, CIM, FMA, FCSI 

Helen Papadakis 

Jonathan Schutt 

LeBlanc Investment Group 

Santoni Strong Krikorian Wealth Management 

THE JOHNSON, JOHNSTON AND MACRAE INVESTMENT GROUP 

The Shepherd Group 

Vickers Wealth Advisory Group 

Wetherall Galbraith Wealth Management 

James Vickers

Branch Manager

(613) 531-5522
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James.Vickers@cibc.com
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Our integrated approach is built around four key pillars. It all starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services.

 

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

  • Discretionary and managed portfolios
  • Full-service investment advisory
  • Exclusive and customized capital markets solutions
  • Cross-border investment counsel
  • Self-directed investing
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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

  • Full-service banking with a dedicated team
  • Multi-currency credit solutions
  • Cash and liquidity solutions
  • Cross-border banking solutions
  • Financial fluency for the next generation
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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

  • Retirement and cash flow planning
  • Tax and estate advisory
  • Strategic philanthropy
  • Business succession and family enterprise planning
  • Planning for multi-generational wealth transfer
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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

  • Professional executor and trust administration
  • Executor and power of attorney appointments
  • Agent for estate, trust and power of attorney
  • Insurance counsel and solutions

Contact us

Address

Kingston Address
366 King Street East
Suite 500
Kingston, ON K7K 6Y3
Telephone number: (613) 531-5522

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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.