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OUR PHILOSOPHY

We believe that building a core portfolio strategically diversified across the different areas of the market using investments that produce sustainable income is critical to creating and maintaining wealth for our clients.

Each client portfolio is designed to weather the constant volatility of the markets and provide a disciplined framework for making good investment decisions.

A prescribed percentage of client's investable assets is allocated to sectors of the market where there is opportunity for growth and income as deemed prudent and relative to each client profile.  The key to achieving our goal is asset protection, diversification, and reduction of volatility which will provide financial security for the individual investor.

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