Experience The Difference Superior Wealth Management Can Make

The Yorkville Group is made up of a group of elite wealth advisors who have come together to create one of the premier wealth management offerings in Toronto.

 

We are proud to offer affluent families and entrepreneurs a superior wealth management experience within a boutique-style location. Add to that the global resources of CIBC, and we can offer a strong track record of providing superior wealth management along with the planning strategies to help clients achieve their financial objectives.

 

What We Believe

In the Yorkville branch, we have assembled the most experienced team of wealth advisors in Toronto. We believe our team has the experience and expertise to provide you with innovative financial solutions that address every area of your financial situation. We believe that managing your finances comes from knowing who you are and what's important to you. It's about more than just money – it's about building a relationship based on shared goals and trust.

 

We have experts in financial and estate planning, business transition planning, and wealth management – all delivered with the highest standards of service. Experience the difference we can make to your wealth.

 

Client Satisfaction

You have worked hard to accumulate your wealth and you expect the highest quality of service and personal attention in every aspect of your life – why should your finances be any different?

 

Here at Yorkville, we believe in a different kind of investing experience. Our advisors focus on more than "picking products" and placing trades – we integrate an array of services and offerings to create financial solutions tailor-made for you.

 

Ensuring the satisfaction of our clients is our number one priority. And it shows: our customer satisfaction survey results have never been stronger, and consistently lead the industry. Clients of CIBC Wood Gundy Yorkville Branch benefit from a number of unique advantages, including an in-branch Financial Planning Specialist, Estate Planning Specialist and more.

 

At the Yorkville Branch, we believe that our people make the difference. Our Investment Advisors and their support teams and partners have the knowledge and expertise necessary to help manage every aspect of your financial affairs, with a level of service and caring that you deserve.

 

Our Investment Advisors and Branch Management have key partnerships across CIBC, helping to ensure that our clients have access to a full complement of financial solutions. From everyday bank accounts and credit products, to complex offshore planning or assistance planning for the transition of a business, we can work with specialists who can help you with every aspect of your financial life.

 

Our Promise

Regardless of which Advisor you work with in The Yorkville Group, earning your trust and confidence is our number one priority.

 

Once we have listened to you carefully and fully understand all the issues that impact your net worth and well-being, including your objectives, goals and risk tolerances, we can prepare your customized plan.

 

We are committed to helping you reach your goals by providing the best possible choice of solutions – always. We take a long-term, pragmatic approach, establishing realistic goals and getting there with your risk tolerance in mind.