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

Wetherall Galbraith Wealth Management

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Your goals are ambitious.

Our solutions are specifically tailored to fulfill your unique financial needs.

Your goals are ambitious.

Our solutions are specifically tailored to fulfill your unique financial needs.

Wetherall Galbraith Wealth Management group is a multi-generational family team. We have worked with investors and their families for over 25 years to grow and protect their wealth. Our individualized approach to investments focuses on achieving our client’s long and short-term goals. We achieve success for our clients by getting to know what success means to them. We listen carefully to our clients to understand their personal financial situation, goals, and fears around investing. Then we generate a customized investment strategy to achieve their goals. We review our investment plans regularly to ensure that our clients are on track. At Wetherall Galbraith Wealth Management Group, we never want to jeopardize your hard-earned money. Our conservative approach to investing prioritizes your comfort level with volatility, while maximizing risk-adjusted returns.

 

CIBC Private Wealth Wood Gundy provides us a team of experts who are on your side to help us protect your wealth. Our planning-based approach includes insurance, tax management, inter-generational wealth transfer, estate planning, retirement planning, and banking and credit management. As your Advisors we work collaboratively with experts to ensure that all of your financial needs are met.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 
Wetherall Galbraith team.

The Wetherall Galbraith Wealth Management team

Lee, Peter and Jamie together with a range of partners are helping their clients achieve their financial goals.

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Contact us

Address

Wetherall Galbraith Wealth Management Address
366 King Street East
Suite 500
Kingston, ON K7K 6Y3
Telephone number: (613) 531-2924
 

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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.