WE DELIVER VALUE BEYOND INVESTMENT RETURNS

We are a committed group of individuals that share a common interest in finding effective solutions for our select clientele.  In addition to offering diversified, low-cost, tax-sensitive managed portfolios, we provide holistic advice that is aligned with our client's goals and values. We do what we do because we are passionate about empowering people to make informed wealth decisions.

 

Clients turn to us to:

• Enhance their knowledge of wealth and investments. 

• Help bring clarity to their wealth goals.

• Increase their confidence in making decisions surrounding their wealth.

• Reduce the time and effort they spend on managing their wealth. 

• Gain access to world-class investment managers to increase returns and minimize risk.

• Develop multi-generational family wealth plans.

• Rely on the strength and breadth of our firm's digital technology. 

• Receive full transparency on fees and costs.

• Experience quality service and clear communication on their progress.

 

We offer customized advice in the following areas:

• Financial management

• Investment planning 

• Retirement planning

• Education planning

• Tax and estate planning

• Insurance and risk management

• Business transition planning 

• Charitable giving

 

We build enduring personal relationships centred around trust

We recognize that choosing a wealth advisor is no easy feat.  With thousands of advisors amongst a myriad of firms to select from, we believe the decision requires careful consideration.  Navigating financial markets and the complexities of tax and estate planning can be challenging.  Our success comes from listening carefully to our client's needs and collaborating with our team of experts to implement sound wealth management solutions.

 

 

 

 

The Wood Gundy partnership opened its doors for business in Toronto on February 1, 1905. Acquired by CIBC in 1988, what is now known as CIBC Wood Gundy has created a legacy of helping generations of Canadians meet their financial goals. 

Founders George Herbert Wood and James Henry Gundy envisioned a financial services firm built on innovation, integrity and solid client relationships - values that the firm maintains today.