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CIBC Wood Gundy
CIBC Wood Gundy is based in Montreal; the profile covers headquarters, registration, AUM band and key contacts for private-markets fundraising.
Overview
A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals. Learn more.
General information
Location
Region
North America
Country
Canada
City
Montreal
Corporate office
Montreal, Canada
Additional offices
Toronto · Vancouver · Norwalk · St. Louis
Sector focus
Frequently asked questions
Who runs investment decisions at CIBC Wood Gundy?
CIBC Wood Gundy does not publicly name a single CIO or head of investment management. Investment decisions are made locally by the firm's network of registered investment advisors, each serving their own book of clients. The firm provides research and product shelf support from CIBC but does not centralize portfolio allocation at the brand level.
Does CIBC Wood Gundy have a minimum asset requirement for clients?
The firm does not publicly state a minimum asset level. CIBC Wood Gundy positions itself for high-net-worth clients, and typical advisor practices suggest a threshold in the high-six- to seven-figure range, but no firm-wide minimum is published.
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