Tax Planning

The art of tax planning is to invest, save and plan in the most tax efficient way possible. Decreasing tax liability and taking full advantage of all available tax minimization strategies is vital for accomplishing your financial goals and needs and making sure you are left with more money in your pocket..

For the last thirty years we have helped clients with proven strategies for maximizing returns and minimizing taxes

Estate Planning

With help from experts and specialists in the areas of trust, taxation, insurance, financial planning, will, and estate law, we'll work with you to ensure your future planning goals are met.

Financial and estate planning provides the opportunity to plan for your financial future and to ensure you can leave a lasting legacy that reflects your personal values. With a financial and estate plan, you can establish your goals, prepare for the unexpected, and define your legacy according to your priorities.

We can work with you and our team of CIBC professionals, including a CIBC Wood Gundy Estate Planning Specialist to create an effective financial and estate plan that considers all facets of your financial circumstances. With the many tools and resources available through CIBC Wood Gundy, we can help you manage your wealth to reach your objectives.