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

Smith Falconer Financial Group

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Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7950
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Smith Falconer Financial Group is proud to support important annual charitable initiatives, through CIBC Run for the Cure and CIBC Miracle Day. 

 

Lois leads the Wonder Women of Wealth (WWoW) team for CIBC Run for the Cure, which in 2021 raised over $500,000 for breast cancer research. The WWoW are on a mission to make a meaningful donation to groundbreaking breast cancer research; and to encourage women to pursue wealth management as a career path. The team brings together colleagues from across the country who share these goals. When Lois started her career, 14% of Investment Advisors were women - that statistic remains relatively unchanged today. 

 

This is why Lois is passionate about increasing representation of women in wealth management, an industry imperative. She strongly believes that women are naturally suited to investment management, and investors would be better served with women in positions of leadership. To this end, Lois has been instrumental in the creation of Mastermind Groups at Wood Gundy, consisting of women investment advisors from across the country. These groups bring women together to share best practices, and host thought leaders from within the bank and beyond. Lois has also contributed to the design of a rotational training program in Private Wealth at CIBC, with the objective of offering candidates a position that will lead them to becoming investment advisors. Since inception, over 60% of hires in Toronto have been women. 

 

Image of the Smith Falconer Financial GroupImage of the Smith Falconer Financial Group

 

 

 
Runners at the CIBC run for the cure race

Canadian Cancer Society CIBC Run for the Cure

CIBC employees play a significant role in making the Canadian Cancer Society CIBC Run for the Cure one of the country’s most successful and respected volunteer-led fundraising events. Our employee volunteers rally colleagues, clients, family and friends to run, walk, fundraise and volunteer to support a cause that’s close to our hearts.

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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.