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

Gerstel Wealth Management Group

  • Home
  • Unlock the Benefits
  • Meet the Team
  • Working With Us
    • Our Services
    • Growth & Savings Opportunities
    • Planning for Your Future
  • Hear From Our Clients
  • Tips for Success
    • Access Exclusive Monthly Insights
    • Other Resources
  • In the Media

Estate Planning Resources

Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 369-8177
Email Email us
Email Email
Telephone Number Tel

Estate Planning Resources

Securities to Charity whitepaper

Donating Securities to Charity

Donating Securities to Charity

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Estate protection whitepaper

Estate Preservation

Estate Preservation

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Income protection brochure

Income Protection Planning

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Long-term care whitepaper

Long-Term Care Insurance

Long-Term Care Insurance

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Trusts whitepaper

An Introduction to Trusts

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preserving estate value whitepaper

Preserving Estate Value

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Tax-empt insurance brochure

Tax-exempt insurance

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.