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

Richard Fenton

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Address 126 Wellington St. West, Suite 100 Barrie ON, L4N 1K9
Telephone Number (705) 720-1425
Email Email us
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NAVIGATING YOUR FINANCIAL FUTURE

Welcome to the online home of Richard Fenton's wealth management services.

Richard's clients receive objective and excellent guidance in the crafting, implementing and monitoring of their financial and life-planning strategy.

Whether your goals include planning for retirement, the success and eventual transition of your business, or, to grow your wealth for personal and family goals, our technical expertise and personal approach can help you stay the course - amid turbulent markets, low interest rates and more.

We invite you to explore our site to learn more about the services we offer, our process, and how we can help you navigate your financial future.

 

Every element is designed to support your goals

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Investment management

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

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Private banking 

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

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Wealth planning

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

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Estate and trust

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

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CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

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ONE FOR CHANGE

 

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

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Advice

Learn more about our team, who we are and what we do.

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Solutions

CIBC Wood Gundy offers solutions to meet your individual goals. Find out more about the Services we offer.

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Contact us

Address

126 Wellington St. West, Suite 100
Barrie, ON L4N 1K9
Telephone number: (705) 720-1425
Toll-free: 1 (800) 461-5416
Fax: (705) 728-8733
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.