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CIBC Wood Gundy

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发表于 2024-1-16 15:31:04 | 显示全部楼层 |阅读模式
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


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