CIBC Wood Gundy

About CIBC Wood Gundy

CIBC Wood Gundy is a wealth management provider located on Queens Avenue in the downtown area of London. The firm serves investors by offering a variety of financial and insurance services designed to help clients achieve their specific goals. The company provides a comprehensive suite of services, including financial planning, investment advice, and registered saving solutions. Their offerings also encompass estate planning, business transition planning, and charitable giving. Specific teams and advisors at this location provide specialized support, such as private banking, trust and estate consulting, and wealth planning for high-net-worth clients. The firm also highlights its involvement in community initiatives through corporate donations, volunteering, and sponsorships. The London branch features several investment teams and advisors, including the Story Investment Group. Peter R.C. Story, a Senior Wealth Advisor who has worked with CIBC Wood Gundy throughout his career, is noted for his conservative, common-sense approach to market navigation. Other key professionals include Lori Strong, a Senior Trust and Estate Consultant who has been with CIBC Trust Services since 1993, and Colleen Derrick, a Financial Planning Specialist with over 25 years of experience. The firm also employs several private banking advisors, such as Nick Comly, Bryan Head, and Greg Armstrong, who coordinate with partners across the CIBC Group of Companies to develop personalized financial solutions.