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Joel N. Carriere, Investment Advisor

CIBC Wood Gundy

200 King Street West, Suite 800, Toronto, Ontario, M5H 3T4

Team Assets (Custodied)

$435-million

Typical Size of Household Accounts

$500,000 -
$5-million

Minimum Account Size for New Business

$250,000

Typical Net-Worth of Relationships

$2-million -
$8-million

Joel Carriere provides customized financial planning and investment management services to client families with CIBC Wood Gundy. He and his team (two senior associate investment advisors and three client associates) believe strongly in delivering a high level of service and tailored advice to the families they work with.

Working closely with their CIBC partners from across the bank, Joel and his team provide advice and help across all areas of their clients’ financial lives. Joel primarily works with high-net-worth Canadian families that are seeking customized wealth management solutions. His clients are diverse, all with various financial goals and objectives. Joel and his team spend their time understanding and working with each client, in an ongoing and evolving relationship that is focused on each individual family.

Joel holds the Certified Financial Planner, Chartered Investment Manager, and Certified International Wealth Manager designations, and is a Fellow of the Canadian Securities Institute. He started his career as a financial advisor with CIBC in 2001, and worked across southern Ontario before settling into Toronto financial core where he now spends his time.


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