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

Barbu Wealth Management

  • Home
  • Who We Are
    • Our Team
    • Our Difference
    • Our Process
  • Who We Serve
    • Individuals & Families
    • Professionals
    • Business Owners
    • Institutional Investors
  • Wealth Management
  • Contact Us

Our Difference

Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5321
Email Email us
Email Email
Telephone Number Tel

Our Difference

Client-Focused Strategies
We offer a client-focused approach that is tailored to meet your wealth’s purpose and evolving needs.
We deliver fully integrated wealth and investment management strategies which bridge the intersections of your financial objectives.

 

Disciplined Investment Management

We utilize institutional-style portfolio management with proven track records, emphasizing lower volatility to build and preserve your wealth.
We deliver comprehensive client reporting while maintaining a high level of transparency in fees and investment holdings.


Highly Skilled Professional Team
Benefit from our extensive experience in working with multigenerational family wealth, business succession strategies, professional corporations, asset protection, tax-efficient investing, and retirement and estate planning.
We offer exclusive access to highly specialized financial professionals. We also welcome the opportunity to work in collaboration with your existing network of contacts.


Extraordinary Experience
We set high standards for our clients to receive a best-in-class experience, seamless service, and prudent client-first execution.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.