CIBC Wood Gundy

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CIBC Wood Gundy company description

CIBC Private Wealth Wood Gundy brings together the strength of a leading wealth advisory brand and a deeply personal, relationship-driven approach. It gives advisors the platform to build and sustain a distinctive practice, drawing on specialized expertise, innovative capabilities and a collaborative culture centered on client needs. For clients, it reflects a commitment to trusted advice and tailored wealth solutions, delivered through enduring relationships built on service excellence, integrity and care. ________________________________________________________________________________________________________ Gestion privée CIBC Wood Gundy réunit la force d’une marque de services consultatifs de gestion de patrimoine de premier plan et une approche profondément personnelle axée sur les relations. Elle donne aux conseillers la plateforme nécessaire pour établir et maintenir une pratique distinctive, en tirant parti d’une expertise spécialisée, de capacités novatrices et d’une culture de collaboration axée sur les besoins des clients. Pour les clients, cela reflète un engagement à l’égard de conseils fiables et de solutions de gestion de patrimoine personnalisées, offerts au moyen de relations durables fondées sur l’excellence du service, l’intégrité et l’attention.

Key Employees

  • Michael Martella
    Conseiller principal en placement, CIM, conseiller en sécurité financière
  • Richard Lapointe
    Senior Portfolio Manager & Senior Investment Advisor
  • Kelvin Chan
    Senior Wealth Advisor

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New team members of CIBC Wood Gundy

Chris Lewis
First Vice President Wealth Management, Retired
Holly Churchill
Officer, Regulatory Supervision
Mariz Anne Panganiban
Client Services Associate
Declan Murphy
Client Associate
Sheila O’Reilly
Client Associate
Rochelle Watts
Administrative Assistant
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