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

WF Financial Group

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OUR PRODUCTS AND SERVICES

As a Team, we deliver profitable and prudent advice, and tailored solutions to our clients to fulfill their Investment Management, Retirement Planning and Estate Planning needs and aspirations. It is through Trust, Integrity and Service that exemplary relationships are built. Our clients have peace of mind knowing their financial futures are being guided by a solid, personal team using the financial strength, advanced technology and breadth of global and local knowledge of CIBC Wood Gundy.

Our experience has withstood the test of time. We concentrate on the financial and investment needs of individuals and businesses by helping you develop innovative strategies to manage your personal and corporate finances. We stress a long-term approach to investing and emphasize financial planning to help our clients determine their needs and risk tolerance.

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Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

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Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

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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.