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The CIBC Wood Gundy's Investment Advisory Team.
11 Sep 2024

CIBC: Preserving The Family Cottage For Future Generations

Ever thought of how to plan for what happens to your investment property after you pass away? Whether it is the family cottage, second residence, or investment property, your estate plan needs attention. In Canada, many cottages and other vacation...
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06 May 2024

CIBC: The Team That Supports Your Financial Success

CIBC Wood Gundy Senior Wealth Advisor Sugi Kumaresan and his team make high-net-worth money management stress-free. A comfortable future begins with financial security. Sugi Kumaresan and his team at CIBC Wood Gundy possess several decades of financial experience and are...
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11 Mar 2024

CIBC Wood Gundy: The Team That Supports Your Financial Success

CIBC Wood Gundy Senior Wealth Advisor Sugi Kumaresan and his team make high-net-worth money management stress-free. A comfortable future begins with financial security. Sugi Kumaresan and his team at CIBC Wood Gundy possess several decades of financial experience and are...
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13 Sep 2023

CIBC Private Wealth: Customized Income Solution

An alternative strategy to private mortgages and traditional income investments. Together, Sugi and his team are dedicated to providing clients with easy-to- follow advice that is actionable. What is a structured income note? A structured income note is a goal-based...
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09 May 2023

CIBC: Secondary Wills For Business Owners

Q&A with Sugi Financial protection and privacy are the pillars of a successful business. What is it? A secondary will is a private estate planning document that directs how your business interest in a privately held company will be handled...
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28 Nov 2022

Sugi Kumaresan: Making Your Money Work With You

CIBC Wood Gundy Senior Wealth Advisor Sugi Kumaresan opens up about investing, travelling to clients and rethinking perceptions when it comes to wealth management. Sugi Kumaresan’s journey into the world of finance has been interesting, to say the least. Originally...
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