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Financial Planning with a Personal Touch for High-Net-Worth Clients

We craft tailored financial strategies that make managing wealth feel effortless for high-net-worth individuals and families. From investments to tax planning, we simplify the complexities, so you can focus on what truly matters. Let’s build a smart, secure plan that works for your present and sets you up for a prosperous future!

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

Every element is designed to support your goals

Investment management

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

Private banking

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

Wealth planning

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

Estate and trust

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

Learn more

My Team

Neil Cui, MBA

Wealth Advisor

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Jennifer Zhang

Client Associate

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HongLei Fan

Financial Associate

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Learn more

Address

Neil Cui Address

123 Commerce Valley Drive East

Suite 100

Thornhill, ON L3T 7W8

Telephone number: (905) 762-2361

Toll-free: 1 (800) 668-3800

Fax: (905) 762-2301

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Home

Every element is designed to support your goals

Investment management

Private banking

Wealth planning

Estate and trust

My Team

Neil Cui, MBA

Jennifer Zhang

HongLei Fan

Contact us

Address

Sorry, there's been a server error.