CIBC Wood Gundy London Branch

About CIBC Wood Gundy London Branch

CIBC Wood Gundy is a wealth management provider located on Queens Avenue in London, Ontario. The firm serves investors by offering a range of professional financial services designed to help clients reach their specific financial goals. The branch provides a variety of specialized 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 include the Story Investment Group, the London Advisory Group, and the McDonald Financial Group, among many others. The office features various specialized roles, such as Senior Trust and Estate Consultants who assist with professional executor duties, power of attorney for property, and trust administration. Additionally, the branch offers private banking services to manage day-to-day banking, cash and credit management, and personalized investing needs. The firm highlights the experience of its various professionals, such as Peter R.C. Story, who has advised clients with the company throughout his career since graduating from UWO. Other featured team members include Lori Strong, a Senior Trust and Estate Consultant with decades of experience in the financial services industry, and Colleen Derrick, a Financial Planning Specialist who holds multiple designations including CFP, CIM, and FMA. The business describes its approach as one rooted in common-sense strategies and proactive attention to help clients navigate different market situations.