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

Ryan Michalczuk

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Our clients

Address 2510 Ouellette Avenue Suite 101 Windsor ON, N8X 1L4
Telephone Number (519) 972-2975
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Our clients

We work best with clients who have complex needs and require a highly skilled team to bring solutions to many of the issues that exist for those with wealth.

Our clients are Business Owners, Professionals, and High Net Worth individuals who have acquired wealth and require a qualified advisor to navigate them through important financial decisions.

We specialize in managing portfolios over $1 Million as this is where our approach can add the most value. It also ensures we are keeping our practice limited to an exclusive number of families which allows us to get to know the more intimate details and provide exceptional service.

Our focus is on providing strategies to our clientele on topics such as:

  • Generating Income for Retirement
  • Dealing with Estate Tax issues
  • Selling a Business
  • Intergenerational Wealth Transfer
  • Wealth Protection
  • Tax Efficiency
  • Integrated Wealth Management
  • Financial and Estate Planning
  • Trust Services
  • Insurance
  • Charitable Giving
 
 
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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.