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 CIBC Private Wealth Management

CIBC Wood Gundy

The Wooding Group

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Our Services

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

OUR SERVICES

Comprehensive. Integrated. Flexible. Goal-driven.

Wealth Management Process – We help our clients clearly identify and articulate their goals, dreams and obligations. Focusing on each client’s core life objectives, we develop a long-term financial and investment plan that reflects and accommodates your changing circumstances. At The Wooding Group there is no such thing as a typical client.

  • Private Wealth Management
  • Asset Allocation/Diversified Strategies
  • Portfolio Rebalancing
  • Financial Planning
  • Estate & Trust Planning
  • Asset Protection
  • Insurance Strategies
  • Charitable Giving Strategies
  • Intergenerational Wealth Transfer
  • Personalized Wealth and Financial Education
 
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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.

 
An investment advisor shaking a woman’s hand, who is sitting in her home alongside her husband

REGISTERED SAVING SOLUTIONS

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
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BUSINESS TRANSITION PLANNING

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
A couple looking at an estate plan with their investment advisor

ESTATE PLANNING

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
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CHARITABLE GIVING

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

Click here
 
1. A woman sitting in a living room sitting on a white couch with a card in one hand and a phone in the other

Asset Advantage Account

If you’re looking for a unique money management tool, consider the CIBC Wood Gundy Asset Advantage Account (AAA). With the AAA, your Investment Advisor provides professional advice, and you receive credit card services.

Enjoy all of the features and benefits of a full-service investment account including special banking privileges, preferred interest rates, a CIBC Wood Gundy Advantage debit card with 24-hour worldwide access through electronic banking services and access to CIBC credit cards*.
(*excludes corporate and U.S. dollar visas for auto pay service)

 
2. A couple sitting at the kitchen table looking at a sheet of paper in front of an open computer

INDIVIDUAL PENSION PLAN (IPP)

Working together, we can create a retirement plan that includes solutions like an Individual Pension Plan (IPP) to help you transition to a comfortable retirement.

An IPP is a defined benefit pension plan that typically provides significantly higher contributions than those permitted within a Registered Retirement Savings Plan (RRSP), when certain age and income conditions are met. That means you could have more tax-sheltered savings for retirement.

 

a business man sitting in front of three computer screens which have graphs displayed on the screen

DISCRETIONARY INVESTMENT MANAGEMENT

Depending on your investment preferences and investable assets, we offer Discretionary Investment Management. Used by an increasing number of our clients,this premium service lets us respond rapidly to investment opportunities as market conditions change. Discretionary Investment Management is a unique account where you delegate responsibility for day-to-day investment decisions to your Portfolio Manager. We are happy to discuss this option with you.

 
 
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“CIBC Private Wealth Management” 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 Management 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.


The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.