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

SMA Investment Group

  • Home
  • About us
    • Our team
    • Working with our group
  • Services
    • Our solutions
    • Investment portfolio
    • Estate and financial planning
    • Wealth management
    • Solutions snapshot
  • Business owners and professionals
  • Integrated approach
  • Market insights
  • Community

Wealth management

Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 847-6373
Email Email us
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WEALTH MANAGEMENT

Our commitment to fulfilling the insurance, retirement and estate planning needs of our clients has led us to establish a comprehensive network of specialists. To this end, our in-house Estate Planning Specialists are well versed in the relevant areas of insurance coverage, taxation and estate planning. They provide services in insurance, estate creation and preservation, business succession funding, estate-friendly investing, charitable giving, retirement income planning, tax minimization and trust services.

 
 
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IIROC Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.