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

Priddle & Sheppard Investment Group

  • Home
  • About us
    • Our Team
    • Partner Profiles
    • Wood Gundy
  • Wealth Management
  • Tactical Growth Strategy
  • Blog
  • CIBC Research
  • Contact us

Wealth Management

Address 4 Herald Avenue Suite 505 Corner Brook NL, A2H 4B4
Telephone Number (709) 637-1799
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Wealth Management

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
 

Investment Management

Benefit from rigor and discipline through market cycles, personal milestones and your wealth's evolution.

  • Full Service Investment Advisory
  • Donor Advised Funds
  • Structured Notes
  • GICs, Guranteed Investment Certificates
  • IPPs, Individual Pension Plans

 

Wealth Strategies

Access opportunities to structure, preserve and optimize your wealth.

  • Sophisticated Wealth Planning & Structuring
  • Corporate & Personal Tax Integration & Advisory
  • Institutional Asset Management
  • Estate Preservation
  • Insurance Strategies

 

Stewardship

Receive assistance with some of life's most significant decisions and shape your lasting legacy.

  • Business Succession & Transition Planning
  • Multi-generational Family Wealth Consultancy
  • Financial Fluency for Younger Generations
  • Strategic Philanthropy, Foundations & Legacy Advisory
  • Family Office Wealth Planning 

 

Private Banking & Trust Services

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

  • Full-service Banking
  • CIBC Smart Plus Account Fee Rebate Program
  • Cross-Border U.S. Banking
  • Wills, Estate, & Trust Services
  • Commercial Banking Partnership

 

 

 

 
 
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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.