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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Danisi Financial Group

  • HOME
  • WHO WE ARE
    • Our Team
    • Our Value Proposition
    • Our Process
    • The Network Effect
    • Our Client Commitments
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Not-For-Profits & Foundations
  • HOW WE HELP
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Insurance
    • Estate & Tax Planning
  • OUR OFFERING
    • Products
    • Services
  • MARKET INSIGHTS
  • CONTACT US

Entrepreneurs

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 282-6857
Email Email us
Email Email
Telephone Number Tel

Entrepreneurs

Thinking about selling or passing on your business and need guidance on maximizing its value and ensuring a smooth transition? Ready to take your business to the next level but unsure how to align your personal and business financial strategies? Or are you looking for advanced tax optimization strategies to enhance your after-tax returns?

 

Business owners and entrepreneurs have unique financial needs, and the Danisi Financial Group recognizes that whether you operate a professional practice, a family-run business, or an international corporation, your financial requirements are diverse and interconnected.

 

Our Services for Businesses

  • Thorough Analysis: We conduct a thorough analysis of your family and business situation.

  • Experienced Team: Access a team of experienced Wealth Management professionals who have successfully worked with business owners nationwide.

  • Collaboration:  we'll work with your accountant, lawyer, and other advisors to build a robust support network for your business growth.

  • Investment Management: We focus on after-tax returns tailored to your business needs, allowing you to diversify your assets beyond your business.

  • Insurance: We offer peace of mind that your family will be taken care of if something were to happen to you and options for tax-efficient solutions for corporations.

  • Succession Planning: Transitioning into retirement while the next generation takes over operations can be seamless with the right support team.

  • Retirement Planning: We'll guide you during your post-working years so you can reap the rewards of your hard work.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.