About Us

Expanding Our Team

Miller Li and Calla Wang.

Miller Li and Calla Wang

Investment Advisors
Vancouver Bentall

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Devon Baily.

Devon Baily

Senior Wealth Advisor
Belleville, Ontario

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Expert Advice. Exceptional Service.

At CIBC Wood Gundy, we believe there is no better investment than the time we spend getting to know our clients. Understanding your personal and financial goals helps us create a wealth management plan that incorporates all aspects of your life and puts your wealth to work for you — today and in the future.

With over 800 Investment Advisors in more than 100 locations across the country, we are committed to building relationships with our clients based on trust and integrity, and will work with you to find the investment solutions that meet your unique needs. Our complete array of financial products and services, built upon the unified strengths of the CIBC group of companies, provides the foundation that helps us make clients the focus of everything we do.

Generations of Canadians have relied on the expertise of CIBC Wood Gundy Investment Advisors to manage their financial future, and today, we continue to provide Canadians with expert advice and exceptional service.

Use our Find An AdvisorOpens a new window in your browser. tool to locate a CIBC Wood Gundy Investment Advisor near you and take the first step to achieving the financial future you want.

Profile & History

A Tradition Of Trust, Excellent Service and Expertise

The Wood Gundy partnership opened its doors for business in Toronto on February 1, 1905, specializing in underwriting and distributing municipal and provincial bonds. Its young founders, George Herbert Wood and James Henry Gundy, envisioned a financial services firm built on innovation, integrity and solid client relationships—values that the firm maintains today.

At a time when Canada was a country of savers, not investors, and financial management was largely restricted to corporations and the very wealthy, Wood and Gundy emerged as pioneers in the investment industry. The firm took an active role in the organization of Victory Loans during World War I and helped place war bonds in the hands of over one million Canadians.

With the rapid economic growth following the Second World War came increasing demand for sophisticated financial management expertise. Wood Gundy established itself as one of Canada's premier investment firms, financing new Canadian projects and providing investment advice to individual investors across the country.

Acquired by CIBC in 1988, what is now known as CIBC Wood Gundy has created a legacy of helping generations of Canadians meet their financial goals.

Today, CIBC Wood Gundy Investment Advisors across Canada continue to uphold the standards first envisioned by George Wood and James Gundy over a century ago to ensure our name remains synonymous with trust, excellent service and investment expertise.

To put the legacy of CIBC Wood Gundy to work managing your wealth, contact a CIBC Wood Gundy Investment AdvisorOpens a new window in your browser. near you.