WELCOME TO CIBC WOOD GUNDY LONDON BRANCH
Our Investment Advisors provide clients with premium financial services and investment advice that spans across global markets. CIBC Wood Gundy London utilizes accredited Financial Planning and Estate Planning professionals in close collaboration with our Investment Advisory teams to better serve the specific needs of our clients' families and businesses. We believe in a fully integrated approach to your wealth which strives to protect and grow assets for generations.
As trusted advisors, families are among the types of clients that we can best accommodate with our comprehensive financial planning solution.
Whether you are planning for retirement or looking to leave your legacy for generations to come through your estate, we are here to help align your goals with your family’s financial future. We work with all members of a family, through comprehensive financial planning, wealth planning, and intergenerational wealth transfer.
As a business owner and entrepreneur, your top priority is ensuring the success of your company. That’s why we take a holistic approach and consider your unique needs as you may face a range of challenges that can affect its long-term success, such as increased business risks and complex retirement and succession planning. We understand the business owner landscape and know how to manage risk and avoid unexpected surprises to ensure you are prepared for any significant financial stage along your journey. Our business planning process involves identifying key concerns and recommending strategies to optimize your business. We also offer business transitioning planning to help secure the future of your business and ensuring that your own personal retirement goals are met.
As a senior executive or professional, you have significant obligations and unique financial needs. Whether its multi-faceted compensation models and equity purchase plans, or specialized borrowing needs, your advisory team can help tailor a holistic wealth strategy that's right for you.
As an executive, we understand that you have a clear vision of what you want and how to achieve it. As your financial partner, we will offer custom advice and customized solutions. We have the specialized knowledge and experience to help you continue building on your success. We also work with physicians, dentists, lawyers, engineers and other professionals to provide direction and financial piece of mind today and beyond. With a suite of comprehensive solutions, we can help you achieve your financial, business and life goals.
Have you considered what the growth of your practice may look like over the short and long term? What your dream retirement is and how you plan to get there? Who will look after your patients when you retire? These are important questions—let us take care of you as you focus on your patients’ healthcare needs.
Working together with our partners, our Investment Advisors have the expertise, experience, and support to provide you, your family, or your business with the wealth strategies that address every area of your financial situation.
