What We Believe In
Here at the Bay Street Branch, we must place our clients' interests first. Bay Street Branch is built upon a shared set of core values that exist in all of our employees: Integrity, Excellence, Caring and Service.
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.
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 Bay Street Branch, 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. We're sure you'll be just as satisfied with your Bay Street Branch Investment Advisor.
Clients of CIBC Wood Gundy's Bay Street Branch benefit from a number of unique advantages, including an in-branch Financial Planning Specialist and Estate Planning Specialist, and more.
At the Bay Street Branch, we believe that our people make the difference. With a combined 1,200 years of experience and over 150 industry designations (CA, LLB, CFA, MBA, etc.), 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.