National Bank

CIBC Wood Gundy, located in Waterloo, Ontario, offers expert advice and exceptional service in the field of financial planning and investment. Clients can access a range of services including portfolio management, wealth planning, and high-interest savings accounts. With a focus on personalized solutions, CIBC Wood Gundy provides access to markets and research insights to help clients make informed investment decisions. The company also offers resources for retirement planning, education funding, and buying real estate properties. Through its Private Wealth division, CIBC Wood Gundy caters to individuals seeking tailored financial strategies and investment opportunities. The company is committed to supporting its clients in achieving their financial goals and enhancing their overall wealth management experience. Generated from the website content

Kim Fox is an Account Manager specializing in small business banking at TD in Kitchener, ON, dedicated to facilitating the growth and success of local businesses. By leveraging a range of tailored services and financial solutions, she helps clients navigate their unique banking needs and achieve their business goals. Her expertise encompasses multiple areas, including small business accounts, credit solutions, and cash flow strategies. Kim is committed to building strong relationships with clients to ensure they have the tools and insights necessary to thrive in a competitive environment. Generated from the website