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

The Shim Financial Group

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About us

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2300
Email Email us
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Telephone Number Tel

About Wood Gundy

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 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Howard Shim, MBA, CFP, CIM, FCSI

Portfolio Manager

Senior Wealth Advisor

Tel:

(905) 762-2268

Email:

howard.shim@cibc.com

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Allan Shim

Allan Shim

Senior Associate Investment Advisor

Tel:

(905) 762-2266

Email:

allan.shim@cibc.ca

Howard Shim, MBA, CFP, CIM, FCSI

Portfolio Manager
Senior Wealth Advisor
(905) 762-2268
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howard.shim​@cibc.com
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Allan Shim

Allan Shim

Senior Associate Investment Advisor
(905) 762-2266
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allan.shim​@cibc.ca
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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.