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

Santoni Strong Krikorian Wealth Management

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Address 366 King Street East Suite 500 Kingston ON, K7K 6Y3
Telephone Number (613) 531-5522
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OUR PRODUCTS AND SERVICES

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

  • Financial planning
  • Investment advice 
  • Registered savings solutions
  • Estate planning
  • Business transition planning 
  • Charitable giving
 
A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
A couple getting investment advice from their advisor

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
A group of people in business attire discussing with an investment advisor

Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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Investment Management Services

Our team has many years of experience in constructing portfolios, developing investment strategies, and implementing plans to meet investor's goals. Our approach utilizes the many resources available to us including, individual stock selection, discretionary portfolio management, Investment Counsulting Service (ICS), mutual funds, and ETFs. Our goal is to recommend the strategy that best suits the individual situation.

Retirement Solutions

Whether saving for retirement or a child's post-secondary education, registered accounts are a tax-effective addition to any investment portfolio. We offer the following registered account options for our clients:

  • Registered Retirement Savings Plan (RRSP)
  • Registered Education Savings Plan (RESP
  • Registered Retirement Income Fund (RRIF)
  • Tax-Free Savings Account (TFSA)
  • Locked-In Retirement Account (LIRA)

Private Banking

CIBC Private Banking provides a full range of services to meet the day-to-day banking, cash, credit, investment, and planning needs of our valued clients. In addition to providing issue-specific solutions and larger, holistic strategies, our Private Banking Advisors act as the lead liaison with advisors from across the CIBC Group of Companies, as well as with external advisors, including accountants, lawyers, and tax professionals.

Trust Services

CIBC Trust has provided estate and trust services to Canadians since 1916. The CIBC Trust team has extensive experience in the management and administration of estates and trusts, and will work with you to ensure your legacy is preserved for your heirs. You can appoint CIBC Trust to act as your corporate executor, power of attorney, or trustee, providing you with professional administration services. If you are acting as an executor, power of attorney, or trustee, you can appoint a CIBC Trust agent to act on your behalf, allowing you to maintain authority to make key decisions, without worrying about the day-to-day administration requirements.

 
 
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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.