STABLE. COMPREHENSIVE. TEAMWORK.
We pride ourselves on simplifying and organizing our clients' individual financial needs. We utilize our extensive relationships across the complete CIBC group of companies, and our broad existing professional network to help achieve the goals and targets of our clients.
Helping you achieve financial success.
Fred Walsh, CIM, FCSI
Fred has worked in the Investment business for 44 years and has been working at CIBC Wood Gundy for last 37 years. Wealth management is Fred’s passion, he specializes in a hands-on, comprehensive approach using his extensive experience including wealth management, estate planning, and tax strategy.
Specialties
- Wealth Management
- Tax Advisory and Strategies
- Equities
- Fixed Income
Licensed In
- Ontario
- Alberta
- British Columbia
- New Brunswick
- Nova Scotia
- Quebec
Lina Moote
Lina has been with CIBC Wood Gundy for over 35 years. She has worked closely with Fred managing his clients' investments and expectations. Her investment knowledge and experience has made her an invaluable member of the team.
Specialties
- Wealth Management
- Estate & Trust Planning
Licensed In
- Ontario
- Alberta
- British Columbia
- New Brunswick
- Nova Scotia
- Quebec
Lisa Ronan
Lisa joined CIBC Wood Gundy in 1987 and has been with the Walsh team for over 28 years. As a Financial Associate, she brings a wealth of knowledge and experience, as well as exceptional client service.
Fred has worked in the Investment business for 44 years and has been working at CIBC Wood Gundy for last 37 years. Wealth management is Fred’s passion, he specializes in a hands-on, comprehensive approach using his extensive experience including wealth management, estate planning, and tax strategy.
Specialties
- Wealth Management
- Tax Advisory and Strategies
- Equities
- Fixed Income
Licensed In
- Ontario
- Alberta
- British Columbia
- New Brunswick
- Nova Scotia
- Quebec
Lina has been with CIBC Wood Gundy for over 35 years. She has worked closely with Fred managing his clients' investments and expectations. Her investment knowledge and experience has made her an invaluable member of the team.
Specialties
- Wealth Management
- Estate & Trust Planning
Licensed In
- Ontario
- Alberta
- British Columbia
- New Brunswick
- Nova Scotia
- Quebec
Lisa joined CIBC Wood Gundy in 1987 and has been with the Walsh team for over 28 years. As a Financial Associate, she brings a wealth of knowledge and experience, as well as exceptional client service.
Financial Planning
Investment Advice
Registered Saving Solutions
Estate Planning
Business Transition Planning