CIBC Wood Gundy
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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