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

Legacy Financial Group

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Tailored solutions

Address 4110 Yonge Street Suite 600 Toronto ON, M2P 2B7
Telephone Number (416) 229-5564
Email Email us
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Tailored solutions

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Investment Management

Navigate market cycles with disciplined, goal-driven investment solutions

  • Professionally Managed Portfolios
  • Comprehensive Investment Advisory Services
  • Tailored Capital Markets Solutions
  • Cross-Border Investment Expertise
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Private Banking

Elevated Banking, Designed for You

  • Full-Service Banking – Personalized support from a dedicated team
  • Multi-Currency Credit Solutions – Seamlessly manage global transactions
  • Cash & Liquidity Solutions – Optimize your financial flexibility
  • Cross-Border Banking – Secure, efficient international banking
  • Financial Fluency for the Next Generation – Empowering future wealth management
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Wealth Planning

Structure, preserve, and optimize your financial future

  • Retirement & Cash Flow Planning – Secure lifelong financial stability
  • Tax & Estate Advisory – Maximize efficiency and legacy protection
  • Strategic Philanthropy – Align giving with long-term impact
  • Business Succession & Family Enterprise Planning – Ensure a seamless transition
  • Multi-Generational Wealth Transfer – Preserve wealth for future generations
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Estate and Trust

Unlock tailored solutions for life's biggest decisions and build a lasting legacy

  • Expert Executor & Trust Administration
  • Power of Attorney & Executor Appointments
  • Estate, Trust & POA Representation
  • Comprehensive Insurance Solutions & Guidance

 
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Contact us

If you would like to meet with us, or get more information, please do not hesitate to contact us.

Contact us

 
 
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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.