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

Watkins Group

  • Home
  • Meet The Team
  • Our Services
    • Our Process
    • Financial Planning
    • Investment Advice
    • Registered Savings Solutions
    • Estate Planning
    • Business Transition Planning
    • Charitable Giving
  • CIBC World Markets
  • Contact Us
  • Mike's Market Insights
  • Upcoming Events

Financial Planning

Financial Planning

A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
 
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  • IIROC AdvisorReport
IIROC Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.