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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

RW Wealth Advisory Group

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Address 126 Wellington St. West, Suite 100 Barrie ON, L4N 1K9
Telephone Number (705) 720-1406
Email Email us
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Establishing and maintaining your wealth and financial independence is always top of mind

At RW Wealth Advisory Group, we are committed to helping you achieve all of your financial goals by providing you with personalized and innovative solutions designed to meet your unique needs. Our clients include:

  • Business owners who are looking for ways of making their capital work for them in a tax-efficient manner.
  • Busy professionals who seek professional investment management
  • Individuals who may be approaching retirement within the next 10 years that need a second opinion on their investments to ensure they're on track.
  • Individuals that are currently in retirement that are looking for strategies to maximize the after-tax return of their portfolio
 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

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ONE FOR CHANGE

 

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

Learn more
 

Contact us

Address

126 Wellington St. West, Suite 100
Barrie, ON L4N 1K9
Telephone number: (705) 720-1406
Toll-free: 1 (800) 461-5416
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.