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

The Wooding Group

  • Home
  • Who We Are
    • Our team
    • Additional Team Members
    • Our Methodology
  • Areas of Focus
    • Multigenerational Families
    • Business Owners
    • Incorporated Professionals
    • Women Navigating Transitions
    • Indigenous Trusts
    • U.S. Citizens Living in Canada
  • FAQ
  • Contact us

FAQ

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 498-5047
Email Email us
Email Email
Telephone Number Tel

FAQ

FREQUENTLY ASKED QUESTIONS

 

Q1. Are you taking on new clients?

We seek relationships that are the right fit. That is, relationships in which the individual’s priorities, needs and financial complexity align with our offering.

We most commonly see value in partnering with multigenerational families, business owners and professionals. We’re also able to provide specialized insight to women navigating transitions, First Nations communities and U.S. citizens living in Canada.

 

Q2. What are the next steps?

If you would like to learn more about what we can do for you, or if you would like a second opinion on an important financial decision, we encourage you to reach out to us via phone or email.

We will work to understand your needs and perspectives before offering any initial insight. For those who would like to move forward, we take a deeper dive and gain a more complete understanding of your financial and personal circumstances.

 

Q3. In which languages do you serve clients?

English and French.

 

Q4. What makes you different?

We are a multigenerational wealth advisory team and a group of well-credentialed professionals who, for generations, has been helping CIBC clients preserve their prosperity through major transitions.

 
 
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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.