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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

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Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2333
Email Email us
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Let's focus on what’s possible.

After years of accumulating your wealth, all its various parts become further complicated by the demands of a growing family, a successful business, or both. What all this complexity amounts to is the anxiety of not knowing where you really stand.

We believe your focus should instead be on the next steps for your business, the potential for your family's future, and the objectives you are on your way to achieving.

This is the perspective we help clients reach, and we do it by combining customized investment portfolios with a regimented process for aligning the insights and strategies of a full range of specialists.

Learn more

 

Commerce Valley Financial Group

 

Commerce Valley Financial Group

 

I want a complete client experience. I want to offer that from my team, and in so doing, I recognized that I needed to add people to the team whose real value proposition was consistent with what a client would ask for from the team, but not necessarily something that I can always provide personally.

So my role on the team is primarily being a business development specialist, and part of that entails educating our clients and our clients, friends, prospective clients about the markets, about the economy, about what's happening with tax laws and legal issues. And also we also measure our clients’ money.

For me I speak a different dialogue of Chinese. I can help people if they come to Canada and that they have the language barrier. From my more than twenty three years financial industry experience, I can help them and make them feel that they are at home and they can use my experience, my knowledge to achieve their financial goals.

I am the old school advisor, as you I'm sure you gather. I'm an ideas person. I like to study the market. I like to deal individually with clients. Create a portfolio specific to them. Not some can package you get off of the rack for type a client. Here is your type a portfolio and I'll see you next year. That's what I bring to the job and Ross allows me to do that in the team.

We have a very large team and in saying that it allows us to diversify amongst the team and specialize in certain areas. So one of the things that is great about our team in my role is focusing on the portfolio construction, implementation and execution. We have access to host professionals right next door from estate planners, lending, commercial banking, trust services. So whatever the clients need is we're able to facilitate.

Working with our partners, we're able to guide them in different facets of their life. Whether they have estate or trust needs or they might be selling their business, they need assistance with that or they don't even know the value of their business. Working within this organization and our partners who are extremely qualified, we're very confident that we could help the client in all aspects of their life, financial life.

The reason I decided to join Ross' team was to immerse myself in the team's culture and to provide access, direct access to a network of web specialists for my clients. The transition of my clients accounts at CIBC Wood Gundy was smooth and straightforward because of the planning that went in with the team. They were very well organized and all members of the team provided me with full support.

What I love most about my job is getting to know the clients on a personal level, getting to know their family, their kids and just hearing their stories. Not just talking about the paperwork, the money, the transfers. All that eventually comes into play, but you know, you want to know the person.

I've been in the business for over 20 years. And I find that even though I've been, I have a lot of experience and I still learn something new every day. Every day is a challenge. I think the clients, they like the team approach and they like the fact that we find solutions to whatever they need.

Over the years of knowing many of these clients, getting to know them, getting to know them personally, their their hopes, their dreams and being truly interested in each client as an individual.

Change is always difficult. Because of change sometimes we find it very difficult to make decisions and that's where we need a partner. Our team can be that partner and we can be that partner not only because of the depth of experience that we have on our team, but because of the intricate relationships we have within the bank. The way we've worked with other people's centers of influence in their life financial, legal and otherwise. The way we've worked with different people within a family and how we've seen different situations and you can provide proper counsel. I believe we make the transitions very comfortable for people and that's what they want to know. Peace of mind and comfort. And I know that our team does that

Commerce Valley Financial Group

 

I want a complete client experience. I want to offer that from my team, and in so doing, I recognized that I needed to add people to the team whose real value proposition was consistent with what a client would ask for from the team, but not necessarily something that I can always provide personally.

So my role on the team is primarily being a business development specialist, and part of that entails educating our clients and our clients, friends, prospective clients about the markets, about the economy, about what's happening with tax laws and legal issues. And also we also measure our clients’ money.

For me I speak a different dialogue of Chinese. I can help people if they come to Canada and that they have the language barrier. From my more than twenty three years financial industry experience, I can help them and make them feel that they are at home and they can use my experience, my knowledge to achieve their financial goals.

I am the old school advisor, as you I'm sure you gather. I'm an ideas person. I like to study the market. I like to deal individually with clients. Create a portfolio specific to them. Not some can package you get off of the rack for type a client. Here is your type a portfolio and I'll see you next year. That's what I bring to the job and Ross allows me to do that in the team.

We have a very large team and in saying that it allows us to diversify amongst the team and specialize in certain areas. So one of the things that is great about our team in my role is focusing on the portfolio construction, implementation and execution. We have access to host professionals right next door from estate planners, lending, commercial banking, trust services. So whatever the clients need is we're able to facilitate.

Working with our partners, we're able to guide them in different facets of their life. Whether they have estate or trust needs or they might be selling their business, they need assistance with that or they don't even know the value of their business. Working within this organization and our partners who are extremely qualified, we're very confident that we could help the client in all aspects of their life, financial life.

The reason I decided to join Ross' team was to immerse myself in the team's culture and to provide access, direct access to a network of web specialists for my clients. The transition of my clients accounts at CIBC Wood Gundy was smooth and straightforward because of the planning that went in with the team. They were very well organized and all members of the team provided me with full support.

What I love most about my job is getting to know the clients on a personal level, getting to know their family, their kids and just hearing their stories. Not just talking about the paperwork, the money, the transfers. All that eventually comes into play, but you know, you want to know the person.

I've been in the business for over 20 years. And I find that even though I've been, I have a lot of experience and I still learn something new every day. Every day is a challenge. I think the clients, they like the team approach and they like the fact that we find solutions to whatever they need.

Over the years of knowing many of these clients, getting to know them, getting to know them personally, their their hopes, their dreams and being truly interested in each client as an individual.

Change is always difficult. Because of change sometimes we find it very difficult to make decisions and that's where we need a partner. Our team can be that partner and we can be that partner not only because of the depth of experience that we have on our team, but because of the intricate relationships we have within the bank. The way we've worked with other people's centers of influence in their life financial, legal and otherwise. The way we've worked with different people within a family and how we've seen different situations and you can provide proper counsel. I believe we make the transitions very comfortable for people and that's what they want to know. Peace of mind and comfort. And I know that our team does that

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Maintain Your Pre-Retirement Lifestyle after You Retire

Through the specialized expertise of our extended teams, coordinated with your accountants and lawyers, we help ensure that everything is in place for each of your goals for retirement.

Bring Your Preservation Strategy in Line with Your Family Goals

Preservation is often the common thread between your retirement and family wealth goals. You need your income to support you through your retired years, and yet you still have goals for supporting family, funding charities and passing wealth to the next generation.

Allocate Wealth Tax-Efficiently for Retirement, Philanthropy and Estate

Taxation presents unique challenges at nearly every life stage and wealth decision you make. Planning your estate is no different.

 

 

What can our approach do for your business?

By assimilating into your network of specialists, and bringing our own into the discussion, we help you better integrate your strategies for your business, with those for your wealth. This helps you improve financial efficiency, while gaining clarity on where your business is headed.

Some of the areas in which we provide support:

 

Red shield with a white arrowhead at the crest

Improve Protection for Your
Business and Employees

 

Read more

a red flow chart with two levels and outlines of people

Structure Your Business and
Investments Tax-Efficiently

 

Read more

3 level red coins stacked with an arrow gradually moving up

Align Succession with
Your Retirement Goals

 

Read more

 

 

 

"Success is a collaborative effort and we work to form an integral part of your network."
 

Ross Ferrier, CIM, FCSI
Investment Advisor

 

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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The Right Foundation for Your Business

If you had the time and the opportunity, where would you take your business next? Find out what's possible for your business.

Find out how

How do you envision retired life?

When everything is clear and simple, suddenly your goals don't seem too far away. We'll help you align family, finance and retirement.

Find out how

A network multiplies the value of advice.

A specialist finds opportunity; a network multiplies it. We work together with a network of specialists.

Find out now
 

Contact us

Address

123 Commerce Valley Drive East
Suite 100
Thornhill, ON L3T 7W8
Telephone number: (905) 762-2333
Toll-free: 1 (800) 668-3800
Fax: (905) 762-2301
 

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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.


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