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

Oshawa

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Welcome to the Oshawa branch

 

Wood Gundy has built a strong and lasting legacy of client service, relationships and integrity for over a century by acting as a trusted advisor for affluent families, business owners, and entrepreneurs.

At the Oshawa Branch of CIBC Wood Gundy, our team stays inspired from this tradition and make it our goal and priority to stay committed to delivering the highest level of comprehensive and integrated wealth management solutions to our clients.

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.

As a CIBC Wood Gundy branch, we make it our priority to make our clients the focus of everything we do. We build relationships based on trust and experience, and demonstrate integrity and respect for our clients by practicing open, honest, and continuous communications, and keeping our clients educated and informed.

As our client's trusted wealth solutions provider, our measurement of success is their financial peace of mind. We are proud of our history, our Investment Advisors, our approach, but most importantly, our clients, who we are committed to every day.

Please take time to discover our website and how we can start to build a relationship with you.

 

Sincerely,

 

Barry Graves

Branch Manager

Northern & Eastern Ontario Complex

CIBC Wood Gundy

Our Investment Advisors & Teams

Ian Haar

Nicholas Sirizzotti 

Ontario N & E Advisory Group 

Stephen Parke

The Willson Investment Group 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
Learn more

Contact us

Address

Oshawa Address
2 Simcoe St. S
2nd Floor
Oshawa, ON L1H 8C1
Telephone number: (905) 576-1726

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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.