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

Woodstock

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Helping Investors Achieve Their Goals

We would like to welcome you to the Woodstock branch of CIBC Wood Gundy. A warm and friendly atmosphere awaits you when you enter our door. We are available to answer any questions you may have on financial matters.

If you are interested in investment and income planning and saving for the future, we have the expertise to guide you.

If retirement planning is your focus at this stage in your life, we have the tools to make this a reality.

If estate planning is a concern, we can provide suggestions to put your mind at ease.

The Investment Advisors at the Woodstock branch of CIBC Wood Gundy have over 100 years of combined experience in the financial services industry. Although they are come from different backgrounds, their main focus is on you, the client. They believe that listening is most important and will work together with you to achieve your goals.

Our Investment Advisors & Teams

Adam Scot

Hannes Olivier Wealth Management 

James Wilhelm

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
Learn more

Contact us

Address

Woodstock Address
412 Dundas Street
Ground Floor
Woodstock, ON N4S 1B9
Telephone number: (519) 421-1197
Toll-free: 1 (800) 451-5667
Fax: (519) 421-1334

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.