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Your journey inspires us
We’re proud to be part of our clients’ journeys and to help them make their ambitions real.
Responsible investing: a cornerstone in modern portfolio management
Responsible investing has evolved significantly over the years, but its growth and adoption have never been greater. Environmental, social and governance (ESG) factors can be integrated at the beginning of the portfolio management process or incrementally over time.
Key estate planning documents
When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.
Key estate planning documents (PDF, 865 KB) Opens in a new window.
Strategic philanthropy
There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.
For the kids: sharpening your RESP know-how
It’s never too early to invest in a child’s education.
For the kids: sharpening your RESP know-how (PDF, 285 KB) Opens in a new window.
CIBC Wood Gundy Giving Back Program
Making a meaningful difference is life changing. Create your own charitable fund to support the causes you care about and inspire change in the future.
