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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

Our network

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

A network multiplies the value of advice.

When you don't have the time or knowledge to do it all yourself, your network allows you to make sure it's all done right.

It's for this reason that we work to become a functional part of your existing network of accountants and advisors, complementing and coordinating the services they provide. It's also why we’ve developed our own network of wealth specialists, which include:

  • Tax and estate specialists
  • Business succession planners
  • Insurance planners
  • Research analysts
  • Income planners
  • Private bankers
  • Financial planners
  • Retirement planners
  • Taxation specialists

 

Learn more

 

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.

 

 

Articles of Interest

Commerce valley financial group team  

Creating retirement income

Creating retirement income

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Two men sitting wearing suits  

Corporate estate preservation

Corporate estate preservation

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Man sitting with child  

The mature business

The mature business

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IIROC Canadian Investor Protection Fund

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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.