The Blue Heron Advisory Group operates as a specialized team under the umbrella of CIBC Wood Gundy, the full-service investment and wealth management division of the Canadian Imperial Bank of Commerce (CIBC). The group focuses on providing comprehensive wealth management solutions to a select group of affluent individuals, families, and business owners. Their stated mission is to help clients achieve their financial goals through a disciplined and personalized approach that integrates services such as financial planning, investment management, insurance solutions, will and estate planning, and business transition strategies.

Founded in

Canada