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CIBC Private Wealth Management

CIBC 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.

 

AN INTEGRATED APPROACH FOR YOUR WEALTH

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Investment Management

We work with you to navigate the markets, life events and any changes to your finances.

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Private Banking and Trust Services

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

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Wealth Strategies

Your wealth strategists are skilled at navigating opportunities to structure, preserve and optimize your wealth.

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Stewardship

Your advisory team assists with some of life's most significant decisions. This includes multi-generational family wealth consultancy, financial education for younger generations, business succession and transition planning, and strategic philanthropy, foundations and legacy advisory.

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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 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.