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

Stephen Caplan

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Our team

Address 6341 Trans-Canada Highway Suite 120 Pointe-Claire QC, H9R 5A5
Telephone Number (514) 694-5435
Email Email us
Email Email
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 1,000 advisors in 80 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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Stephen Caplan

Senior Investment Advisor

Tel:

(514) 694-5435

Email:

stephen.caplan@cibc.com

Stephen Caplan

Senior Investment Advisor
(514) 694-5435
stephen.caplan​@cibc.com
 

Marius Gavriloaia

Administrative Assistant
(514) 694-4290
marius.gavriloaia@cibc.com

 

  • Bachelor's degree in Economics from Concordia University
  • Registered with CIRO

Marius has over 10 years experience in the investment industry and possess an excellent knowledge of the CIBC Wood Gundy reporting and applications technology. Marius is in charge of client service and operations, and is a key factor in our ability to continuously deliver outstanding client service. He is your key contact for questions relating to the administration of your accounts.

 
 
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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.