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Neeru Gupta

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Address 390 Brant Street Suite 500 Burlington ON, L7R 4J4
Telephone Number (905) 631-3578
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Your aspirations are unique. At Neeru Gupta, we take the time to understand what drives you. Then we customize wealth strategies, investment advice and tax-planning solutions to help you reach your financial goals and preserve your legacy. 
With a collaborative and disciplined approach, we partner with individuals, families, professionals, executives, business owners and charitable foundations in the community. Ask us how we can help set your ambitions in motion.

 

Neeru Gupta, CFP®

Wealth Advisor
(905) 631-3578
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neeru.gupta@cibc.com
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Neeru Gupta is a dedicated Wealth Advisor at CIBC Wood Gundy with over 20 years of experience helping individuals and families navigate their financial journeys. Drawing from a strong foundation in financial planning, Neeru provides comprehensive, personalized wealth strategies designed to align with each client’s life goals and evolving needs.

 

Prior to joining CIBC Wood Gundy, Neeru spent nearly two decades with CIBC as a Senior Financial Planner, where she specialized in holistic financial advice and built long-standing client relationships grounded in trust and results. Her approach is highly client-centric, with a focus on meaningful planning and thoughtful, forward-looking investment guidance.

 

Neeru is a CERTIFIED FINANCIAL PLANNER® professional and brings a deep understanding of wealth management, retirement strategies, tax-efficient investing, and estate planning to her practice.

She is passionate about empowering clients with clarity and confidence as they work toward their financial aspirations.

 

Every element is designed to support your goals

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Investment management

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

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Private banking 

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

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Wealth planning

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

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Estate and trust

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

Learn more
 

Contact us

Address

Neeru Gupta Address
390 Brant Street
Suite 500
Burlington, ON L7R 4J4
Telephone number: (905) 631-3578
 
 
 
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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.