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

The Jackson Group

  • Home
  • Who We Are
    • Our Story
    • Our Team
    • Our Extended Team
    • Our Process
    • Service Map
    • Testimonials
  • Early Retirement
    • Integrated Planning
    • Pensions and Benefits
    • Retirement Packages
    • Partial Retirement
    • Tax Strategy
  • Wealth Management
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Risk Management
    • Estate Planning
  • Education
    • Special Reports
    • Discovery Course
    • Market Updates
  • Contact us
  • Blog

Our Story

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7643
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Our Story

Who We Are > Our Story

Your Wealth Will Last – as Long as Your Plan Can Adapt

There are many people who think of investment growth as a foundation for all other wealth goals. The problem with this perspective is, most often, you end up hoping that the ever-changing markets will coincide with your ever-changing life.

Our approach is just the opposite. We believe that by using detailed, integrated planning as a foundation for your growth strategy, you can invest with a steady hand while adapting to those inevitable changes in your life. After many years, we've seen this approach hold particular value for those facing retirement - and even more so for those considering retiring early.

It's for this reason that our service has developed to meet the needs of those looking to create their ideal lifestyle and to preserve it for the length of their retirement.

 
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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.


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