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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

Testimonials

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 Few Words from Our Clients

If you want to get a glimpse into our process, there's no better way than to ask a client. Below is a sampling of what our current clients have to say about us.

 

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"Ross actually sits down face-to-face with my accountant and lawyer a couple of times a year. I’ve found his approach to be very efficient and it helps save me the worry that something has been missed."

Delores Allison

"We think of Ross as part of our own team. He understands how businesses work and he's able to offer strategies that make a tangible difference in our lives – whether it's taxes, investing, or funding our retirement."

Maria Jeta Pangilinan

"What I like most about the team is that they always pick up the phone. They are completely open with the way they do things, and they can give me the bottom line whenever I need it."

Anthony Torresan

 

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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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.