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

The Wooding Group

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FAQ

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

FAQ

Frequently Asked Questions

Things That You May Want to Know

 

What are your guiding principles?

To offer sound, unbiased, and independent advice. To build client relationships based on trust, integrity and partnership. To deliver thoughtful and pro-active client service. To deliver exceptional risk adjusted portfolio performance.

 

How long have you been in business and what kind of clients do you represent?

We have been private wealth advisors for almost 30 years. We manage the financial affairs of individuals, successful families, entrepreneurs, companies, and First Nation’s communities.

 

What do you look for in a new client?

We seek relationships that are the right fit for the client and ourselves. We generally specialize in solutions for high net worth clients and their families.

 

What are the keys to successful investing?

Adherence to a prudent investment policy. Sustained, tax-efficient asset accumulation. Diligent preservation of purchasing power. And above all rigorous management of risk. All four skills are embedded in our DNA.

 
 
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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.