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

Kumaresan Wealth Management Group

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Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 229-5866
Email Email us
Email Email
Telephone Number Tel

Kumaresan Wealth Management Group

 

Sugi Kumaresan and his team at CIBC Wood Gundy have over 25 years of experience in wealth management. We take a comprehensive approach to managing, building and protecting our clients wealth.

 

Our difference

  • We are your Financial Stewards
  • We provide tailored investment advise and portfolio construction
  • Family and business wealth advisory
  • Experienced team - feel confident in our reputation and expertise

 

Our team is committed to helping you achieve all of your financial goals by providing you with innovative solutions designed to meet your specific needs. But we offer more than just investment advice – by leveraging the expertise of our partners across the CIBC group of companies, we can provide you access to a full range of products and services including:

  • Estate Preservation

  • Insurance Counsel

  • Corporate & Personal Tax Integration & Advisory

  • Business Succession and Transition Planning

  • Multi-generational Family Wealth Consultancy

  • Strategic Philanthropy, Foundations and Legacy Advisory

  • Financial Fluency for Younger Generations

  • Private Banking services including bespoke lending

  • Commercial Banking services

 

Why KWMG? – True Partnership

Our team culture allows us to focus on the most important aspects of our clients lives, being a true partner in their wealth management journey.

 

Transcript: My story — Sugithan Kumaresan
[Soft music plays]

[CIBC Private Wealth logo]

I immigrated here at the age of eight.

[Black and white photo of a young family posing on and beside a 1970’s car. Black and white photo of a young boy. Black and white photo of a young family at a dinner table.]

[Sugithan Kumaresan

Senior Private Wealth Advisor

CIBC Private Wealth]

You know, my parents were not wealthy, but they gave me the greatest gift, which was to bring me to Canada.

I’ve been very fortunate to have clients who are of immigrant background because we have a general affinity the minute we meet.

So my role as senior private wealth advisor is we deal with private clients.

[Hanging on a wall, a framed certificate from Financial Planners Standards Council with the name Sugithan Kumaresan. Sugithan and an employee in Sugithan’s office, talking as they look at a computer. Sugithan wearing a headset, looking at a computer. Computer software showing colourful charts.]

Investment planning to financial planning, retirement, estate and insurance.

At CIBC Private Wealth, I’ve been here for 22 years.

[Sugithan sits at a table in an office meeting room along with three other employees.]

I’m very fortunate to have three wonderful professionals who work with me.

I became an independent business owner within CIBC Private Wealth on July 16, 2012.

[A residential neighbourhood. Sugithan driving in a car. A two-storey detached house on a residential street. A photograph of a couple with a dog. A happy couple sitting on a living room couch. Sugithan and an employee in the same living room, talking and laughing with the couple from the previous shot.]

We are partners with our clients. I think that’s the basis of every relationship in our advisory business is the human side of things.

The culture of the firm creates an environment where you can flourish. The culture has allowed me to figure out who I am or what I want to be.

[Sugithan and three employees dressed in business clothing, gathered under a gazebo, posing for a photo.]

[CIBC Private Wealth logo]

[The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.]

Transcript: My story — Sugithan Kumaresan
[Soft music plays]

[CIBC Private Wealth logo]

I immigrated here at the age of eight.

[Black and white photo of a young family posing on and beside a 1970’s car. Black and white photo of a young boy. Black and white photo of a young family at a dinner table.]

[Sugithan Kumaresan

Senior Private Wealth Advisor

CIBC Private Wealth]

You know, my parents were not wealthy, but they gave me the greatest gift, which was to bring me to Canada.

I’ve been very fortunate to have clients who are of immigrant background because we have a general affinity the minute we meet.

So my role as senior private wealth advisor is we deal with private clients.

[Hanging on a wall, a framed certificate from Financial Planners Standards Council with the name Sugithan Kumaresan. Sugithan and an employee in Sugithan’s office, talking as they look at a computer. Sugithan wearing a headset, looking at a computer. Computer software showing colourful charts.]

Investment planning to financial planning, retirement, estate and insurance.

At CIBC Private Wealth, I’ve been here for 22 years.

[Sugithan sits at a table in an office meeting room along with three other employees.]

I’m very fortunate to have three wonderful professionals who work with me.

I became an independent business owner within CIBC Private Wealth on July 16, 2012.

[A residential neighbourhood. Sugithan driving in a car. A two-storey detached house on a residential street. A photograph of a couple with a dog. A happy couple sitting on a living room couch. Sugithan and an employee in the same living room, talking and laughing with the couple from the previous shot.]

We are partners with our clients. I think that’s the basis of every relationship in our advisory business is the human side of things.

The culture of the firm creates an environment where you can flourish. The culture has allowed me to figure out who I am or what I want to be.

[Sugithan and three employees dressed in business clothing, gathered under a gazebo, posing for a photo.]

[CIBC Private Wealth logo]

[The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.]

Back to Video
 

My Team

Michelle Rowe

Michelle Rowe

Associate Wealth Advisor

Paul Mannu, CIM®

Wealth Advisor

Angela Diamanti

Client Associate

Sugi Kumaresan, CIM, CFP®

Senior Wealth Advisor
Michelle Rowe

Michelle Rowe

Associate Wealth Advisor

Paul Mannu, CIM®

Wealth Advisor

Angela Diamanti

Client Associate

Sugi Kumaresan, CIM, CFP®

Senior Wealth Advisor
Michelle Rowe

Michelle Rowe

Associate Wealth Advisor
Learn more
 

Contact us

Address

Kumaresan Wealth Management Group Address
Brookfield Place Suite 600
181 Bay Street
Toronto, ON M5J 2T3
Telephone number: (416) 229-5866
Toll-free: 1 (800) 488-8688
Fax: (416) 229-5901
 

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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.