Malhi Private Wealth is a distinguished advisory group operating under the banner of CIBC Wood Gundy, one of Canada's leading investment firms. The team focuses on providing bespoke wealth management services, including investment management, financial planning, insurance, and estate & trust planning. Their core mission is to protect and grow their clients' capital through a disciplined, long-term investment philosophy and tailored financial strategies. They cater primarily to high-net-worth individuals, families, and business owners, offering a holistic approach to managing their financial affairs and achieving their life goals.

Founded in

Australia