Service Advantages

When you invest with CIBC Wood Gundy, you benefit from the integrated strengths of the company as a whole, as well as excellent offerings from outside ("third-party") organizations. This will provide you with seamless access to a broad array of financial solutions and support, including:

• Financial Planning
  For all purposes: retirement, education, major purchases, estate planning, or just peace of mind.
• Equities & Options
  Available for companies listed on Canadian, U.S. and International stock exchanges.
• Mutual Funds
  You can purchase mutual funds offered by CIBC and funds from reputable third-party sources.
• Fixed Income
  Bonds, GICs, T-Bills, medium term and structured notes, and other income bearing investments.
• Insurance
  All types to provide you with the complete spectrum required for life and wealth protection.
• Alternative Investments
  Hedge funds and private equities are available for those who meet the investing criteria.
• Combination Account
  Conveniently combine your banking account with your credit card and with your investments.
• Mortgage Referrals
  Your Investment Advisor can serve as an efficient link to arranging a mortgage from CIBC.
• Wrap Programs & Managed Money
  Wrap programs and discretionary investment management options from a variety of sources.
• Investment Loans
  Investments may be acquired on "margin" (by loan) where required conditions are met.
• Research & Reports
  From CIBC World Markets and CIBC Wood Gundy Private Client Investing.

In-depth Advice

Use our Find An Advisor tool to locate a CIBC Wood Gundy Investment Advisor near you and take the first step to achieving the financial future you want.

The information contained herein is considered accurate at the time of posting. CIBC and CIBC World Markets Inc. reserve the right to change any of it without prior notice. It is for general information purposes only.

Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.