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

Commerce Valley Financial Group

  • Home
  • About us
    • Our network
    • Our team
    • Our process
    • Testimonials
  • Business owners
    • Trusts & structures
    • Benefits & corporate insurance
    • International assets
    • Succession
    • Tax efficiency
  • Retirement & family wealth
    • Retirement & income planning
    • Family wealth planning
    • Protection & preservation
    • Charitable giving
    • Tax & estate
  • Interest
    • Education center
  • Contact us

Education center

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2333
Email Email us
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Stay Informed

The financial world is always changing, so we're always looking for ways to stay ahead of the curve. This is where we share relevant advice and practical links with our clients.

 

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Toronto Stock Exchange
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The Globe and Mail
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BNN
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CRA
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Sedar
Canada's on-line source for publicly filed information by companies trading in Canada Learn More

The Canada Deposit Insurance Corporation (CDIC)
The Canada Deposit Insurance Corporation is a Federal Crown Corportion created by Parliament in 1967 to protect your deposits made with member financial institutions Learn More

Canadian Investor Protection Fund
CIBC World Markets is a member of the Canadian Investor Protection Fund (CIPF) which means that our clients' accounts are protected by CIPF within specified limits. More information can be found on the CIPF website Learn More

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Articles of Interest

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Creating retirement income

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Corporate estate preservation

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The mature business

The mature business

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Top 10 Reasons to Work with Us

  • Face-to-face meetings to strategize with your accountants and advisors.
  • Ability to manage international assets and foreign currency.
  • Specialized expertise on tax-efficiency and extracting capital from your business.
  • Personalized approach to investing, with a detailed process of analysis and selection.
  • Resources to manage assets and issues across the Canada-US border.
  • Assimilation into your existing team of specialists.
  • Ability to manage employee benefit programs and corporate insurance products.
  • Focus on the future and solving issues proactively.
  • Education of key members of your family or business, improving financial clarity.
  • Suite of additional specialists including insurance, business succession and estate.

 

 
 
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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.