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

Pryde Financial Group

  • Home
  • About us
    • Our Difference
    • Our Team
    • Our Process
    • Our Investment Beliefs
  • Who we serve
    • Executives & professionals
    • Business owners
    • Farmers
    • High net worth individuals
    • Women and their wealth
    • Client Testimonials
  • Insights
    • Articles and Reports
    • Videos
  • Community
  • Blog
    • Blog
  • Contact us

High net worth individuals

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (800) 265-5982
Email Email us
Email Email
Telephone Number Tel

High Net Worth Individuals and Families

We provide highly personalized holistic wealth management advice to a select number of high net worth individuals and their families.

 

We are driven by process and are committed to sound wealth stewardship.

 

We can assist you with issues such as:

  • Transitioning into retirement with confidence
  • Determining when to take CPP and OAS
  • Income splitting and tax minimization
  • Gaining access to leading investment managers from around the world
  • Managing emotions and reducing volatility in your investment portfolio
  • Protecting your family income
  • Funding education costs for your children and grandchildren
  • Wealth preservation and transfer
  • Defining your unique charitable vision
  • Integrating your legacy into your overall estate plan

 

Our success comes from listening to your needs and collaborating with our team of experts to implement effective family wealth management solutions.

 

We invite you to learn more about our approach.

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.