OUR PRODUCTS AND SERVICES

PERSONALIZED INVESTMENT MANAGEMENT

As a Senior Portfolio Manager, Wes works closely with affluent individuals, corporations and charities to implement a personalized investment strategy. Some of the benefits of our Advisor Managed Account service include:

Professional investment management that is transparent and accountable
Comprehensive financial guidance including retirement cash flow planning and tax minimization strategies
Fee based approach gives freedom to make investment decisions without concern about transaction costs
No annual administration fee for enrolled registered accounts
Tax deductible investment management fees for non-registered accounts
Preferred interest rates on cash balances and margin loans

Minimum portfolio balance applies.

We support you through some of life’s most significant decisions, including:

Retirement and financial planning
Inheritance
Strategic philanthropy
Legacy planning
Business succession

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Asset Advantage Account

If you’re looking for a unique money management tool, consider the CIBC Wood Gundy Asset Advantage Account (AAA). With the AAA, your Investment Advisor provides professional advice, and you receive credit card services.

Enjoy all of the features and benefits of a full-service investment account including special banking privileges, preferred interest rates, a CIBC Wood Gundy Advantage debit card with 24-hour worldwide access through electronic banking services and access to CIBC credit cards*.
(*excludes corporate and U.S. dollar visas for auto pay service)

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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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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.

A couple looking at an estate plan with their investment advisor

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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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.

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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Services