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

Parent Marsden Advisory Group

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Patrick Marsden

Patrick Marsden, CIM®

Senior Investment Advisor, Associate Investment Advisor
(613) 783-6849
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patrick.marsden@cibc.com
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Patrick Marsden, Senior Investment Advisor with CIBC Wood Gundy, has 28 years of experience in the financial services industry.  Armed with this experience, he is able to provide clients with sound and comprehensive wealth management services.  No matter how simple or complex your financial needs may be, together with our CIBC partners we can help you meet them through our highly personalized approach.  

  • Investment management and asset allocation
  • Retirement and retirement income planning and solutions
  • Financial and estate planning
  • Individual pension plans and business succession planning
  • Philanthropic services including management and administration

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust

Our Team

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

Address

Parent Marsden Advisory Group Address
555 Legget Dr
Suite 1030
Kanata, ON K2K 2X3
Telephone number: (613) 783-7848
Toll-free: 1 (888) 801-3335
Fax: (613) 271-1509

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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.