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

Rosenmeier Wealth Management

  • Home
  • About us
    • Meet the team
    • Our partners
    • Testimonials
  • Integrated wealth offer
  • Services
  • Market insights
  • Community
  • Contact us

Integrated wealth offer

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 392-7681
Email Email us
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Integrated Wealth Offer

An Integrated Wealth Management Approach

With an integrated approach that encompasses wealth strategies, disciplined investment management and sound stewardship, you will find customized services and solutions to meet all of your financial needs.

 

Private Banking and Trust Services

 

Your private banking team brings our finest services and banking expertise to you, to help deliver your unique financial vision and strategy.

  • Full-service Banking
  • Bespoke Lending
  • Partner Capital Loans
  • Cash and Liquidity Management
  • Estate and Trust Services

 

Investment Management

 

Your advisory team offers rigour and discipline through market cycles, personal milestones and the full evolution of your wealth.

  • Discretionary/Managed Portfolios
  • Full-service Investment Advisory
  • Custom Capital Markets Solutions
  • Monetization of Concentrated Positions
  • Investment Counsel
  • Self-directed Investing

 

Stewardship

 

Your advisory team assists with some of life's most significant decisions including succession, inheritance, strategic philanthropy and your lasting legacy.

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