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

Lethbridge

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Welcome to CIBC Wood Gundy Lethbridge

Your Trusted Wealth Management Team

At CIBC Wood Gundy Lethbridge, part of CIBC Private Wealth, we deliver financial services, personalized investment advice, and comprehensive wealth planning solutions.  Our experienced advisors help individuals, families, and businesses in Lethbridge, Southern Alberta, and across Canada achieve their financial goals with tailored strategies and global market expertise.

Since 1905, Canadians have trusted CIBC Wood Gundy for investment guidance and exceptional service. With over 800 advisors in more than 100 locations nationwide, we are committed to providing you with the highest standard of wealth management and investment solutions.

Our Services Include: 

  • Comprehensive Wealth Planning: Customized strategies to help you grow, preserve, and transfer your wealth .
  • Investment Management: Professional portfolio management and insight into local and global markets.
  • Retirement Planning: Customized plans to secure your financial future and retire comfortably in Lethbridge and beyond.
  • Estate & Trust Services: Guidance to protect your legacy and ensure efficient wealth transfer.
  • Tax-Efficient Strategies: Solutions designed for Alberta's unique tax landscape
  • Insurance Solutions: Integrated insurance planning to safeguard your assets and loved ones.
  • Business Succession Planning: Expert advice for Lethbridge business owners navigating transition and succession.

Partner with CIBC Wood Gundy Lethbridge to secure your financial future and grow your wealth with confidence. 

    Our Investment Advisors & Teams

    Aaron Bauer, CFP®, CIM®, PFP, FCSI 

    Corrine Klassen

    Kara Baker, CFP®, CIM®, CPA® 

    Every element is designed to support your goals

    An Integrated Approach for your wealth

    Every element is designed to support your goals

    Our integrated approach is built around four key pillars. It 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:

    • Investment management
    • Private banking 
    • Wealth planning
    • Estate and trust
    Learn more

    Contact us

    Address

    Lethbridge Address
    400 4th Avenue South
    Suite 1000
    Lethbridge, AB T1J 4E1
    Telephone number: (403) 382-2060
    Toll-free: 1 (866) 347-7780
    Fax: (403) 382-2050

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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.