CIBC Wood Gundy

Carrie.Qi

Key facts

• Over 800 CIBC Wood Gundy Investment Advisors working in more than 80 branches across Canada
  

• Over 150 years of excellence
  

• Top-quality research from CIBC Wholesale Banking research teams and top-ranked third-party firms
  

Largest research offerings
CIBC Wood Gundy has access to one of the largest research offerings, including CIBC Wholesale Banking and top-ranked third party firms such as JP Morgan and Credit Suisse. In addition, CIBC Wood Gundy’s Investment Strategy Group (ISG) is an independent in-house team of CFA-accredited specialists. CIBC’s Analysts and Economists comprise one of the largest and most esteemed groups of any investment firm.

Solutions and services at a glance
For you and your family:

• Financial planning
• Retirement solutions
• Full range of investment products
• Tax effective investments
• Professional money management
• Managed portfolios
• Estate planning and insurance
  

For your business, we offer solutions that are geared to all stages of your business cycle such as:

• Business succession planning
• Individual pension plans
• Employee benefits programs
• Corporate insurance
• Philanthropy
• Business transition planning
• Retirement compensation arrangements
• Credit and banking solutions