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

Neeru Gupta

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About us

Address 390 Brant Street Suite 500 Burlington ON, L7R 4J4
Telephone Number (905) 631-3578
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About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with 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 our expertise and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and investment planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jeffrey Klompus

Jeffrey Klompus, RRC, CFP®, CPCA

Wealth Strategist

Jeffrey is an accredited professional with over 30 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated wealth planning, inter-generational wealth transfer, and tax optimization strategies.

Jordan Crampton

Jordan Crampton, CFP, CLU

Estate Planning Specialist

Email:

jordan.crampton@cibc.ca

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

 

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

 

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

Jeffrey Klompus

Jeffrey Klompus, RRC, CFP®, CPCA

Wealth Strategist
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Jeffrey is an accredited professional with over 30 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated wealth planning, inter-generational wealth transfer, and tax optimization strategies.

Jordan Crampton

Jordan Crampton, CFP, CLU

Estate Planning Specialist
Opens in your telephone provided application.
jordan.crampton​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

 

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

 

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.