We protect and grow wealth for affluent Canadians. Our young and energetic team is nationally ranked as one of the largest and fastest growing within CIBC Wood Gundy. The Waterfront Group was established in 2000 and is lead by Dan Wynnyk, a top-performing advisor with CIBC Private Wealth. Our team of seven includes an analyst, a wealth advisor, a financial planner and an estate strategist with over 60 years of combined experience. Given the sheer breadth of our client base and assets under administration, we retain a network of lawyers, accountants, consultants and other advisors that round out our team.
Our clients have grown weary of the “cookie cutter” approach to asset management and truly prefer our customized, full service solution to meet their financial goals. Our team minimum is $1M in investable assets for private clients and $5M of investable assets for institutional clients.