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CIBC Private Wealth Management

CIBC Wood Gundy

New Glasgow

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Integrated Approach

An integrated approach for your wealth

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Growing and preserving your wealth demands a team approach. Together with our partners, we offer a range of specialized services:

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Investment Management

We work with you to navigate the markets, life events and any changes to your finances. We’re pleased to offer you:

  • Managed Portfolios
  • Full-service investment advisory
  • Custom capital markets solutions
  • Monetization of concentrated positions
  • Investment counsel
  • Self-directed investing

Private Banking and Trust Services

Your experienced private banking team delivers services to meet your unique financial vision and strategy.

  • Full-service banking
  • Customized lending
  • Partner capital loans
  • Cash and liquidity management
  • Estate and trust services
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Wealth Strategies

Your wealth strategists navigate opportunities to structure, preserve and optimize your wealth.

  • Discovery, analysis and best practices
  • Sophisticated wealth planning and structuring
  • Corporate and personal tax integration and advisory
  • Estate preservation
  • Insurance counsel
  • Cross-border strategies

Stewardship

Your advisory team assists with some of life's most significant decisions, including:

  • Multi-generational family wealth consultancy
  • Financial education for younger generations
  • Business succession and transition planning
  • Strategic philanthropy, foundations and legacy advisory
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  • Rates
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  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • IIROC AdvisorReport
IIROC Canadian Investor Protection Fund

“CIBC Private Wealth Management” 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 Management 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.


The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.