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CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in more than 100 locations across the country, we continue to provide clients with expert advice and superior service.

Our integrated approach is built around four key pillars. It all 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

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

• Discretionary and managed portfolios
• Full-service investment advisory
• Exclusive and customized capital markets solutions
• Cross-border investment counsel
• Self-directed investing

Private banking

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

• Full-service banking with a dedicated team
• Multi-currency credit solutions
• Cash and liquidity solutions
• Cross-border banking solutions
• Financial fluency for the next generation

Wealth planning

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

• Retirement and cash flow planning
• Tax and estate advisory
• Strategic philanthropy
• Business succession and family enterprise planning
• Planning for multi-generational wealth transfer

Estate and trust

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

• Professional executor and trust administration
• Executor and power of attorney appointments
• Agent for estate, trust and power of attorney
• Insurance counsel and solutions

YOUR ASPIRATIONS ARE UNIQUE

At Rockford Wealth Advisory Group, we take the time to understand what drives you, then we customize wealth strategies, investment advice, and tax-efficient investment planning solutions to help you reach your financial goals and preserve your legacy.

Taking a collaborative and disciplined approach, we partner with individuals, families, professionals, executives, business owners, and charitable foundations across our community to act in your best interests. Let us show you how we can help turn your ambitions into reality.

OUR PHILOSOPHY

We understand that every client has unique needs, which is why each portfolio we build is specifically tailored to you. Our team of highly experienced professionals is dedicated to providing attentive service at every step, ensuring your financial plan continues to support your goals. At Rockford Wealth Advisory Group, our primary objective is to relieve stress in your life by handling the complexities of wealth management, so you can focus on what matters most. We simply see our role as guiding you through key financial decisions and delivering solutions that benefit you and your family’s future.