Claire Reid Wealth Advisory is a team of financial professionals led by Claire Reid, an Investment Advisor and Portfolio Manager with CIBC Wood Gundy. The practice focuses on providing comprehensive wealth management solutions to individuals, families, and business owners. Their services include personalized investment management, retirement and estate planning, and financial advisory, leveraging the resources and platform of CIBC, one of Canada's major banks. The team's mission is to build long-term relationships with clients by understanding their unique goals and developing tailored strategies to preserve and grow their wealth.

Founded in

United States