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

Peggy Pan

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Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-0376
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Helping You Achieve Your Ambitions

 

Your goals to enhance, preserve and  transfer your wealth are paramount. Our experts work closely and collaboratively with you to help you achieve your unique ambitions and ensure that all elements of your wealth plan are aligned.
 
Clients we work with include:
  • Business owners
  • Executives and professionals
  • Foreign investors
 

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
 

Contact us

Address

Peggy Pan Address
123 Commerce Valley Drive East
Suite 100
Thornhill, ON L3T 7W8
Telephone number: (905) 762-0376
 

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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.