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

Hannes Olivier Wealth Management

  • Home
  • Core Principles
  • What we do
    • Process
    • Who we help
  • Our Services
    • Services
    • Our Partners
  • Market Information
    • Market Insights and events
    • Client Resources
  • Contact
 

Services

Services

What we offer our clients

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Part of a leading Canadian Financial Institution

As a part of CIBC and CIBC Private Wealth, Hannes Olivier Wealth Management has access to top rated investment research and industry expertise in all financial aspects. As a client of ours these tremendous resources become accessible to you through us.

At Hannes Olivier Wealth Management we strive to provide investment structuring that resembles the quality of investment management top pension plans. This investment management is integrated with other Wealth Strategies to ensure our clients receive customized solutions to meet their needs.

This level of customization best serves clients who are serious long term investors, looking to build long term wealth and optimize their net worth.

Investment Management:

  • Discretionary Portfolio Management
  • 3rd party professional Asset Management
  • Individual Stocks, Bonds, GIC’s, Segregated Funds, Mutual Funds

Wealth Planning:

  • Financial Planning
  • Estate and Insurance Planning (life, critical illness and disability)
  • Tax Planning
  • Charitable Giving
  • Business owner and Business Succession planning
  • Retirement Income Planning
  • Legacy Planning

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

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Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

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Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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Individual Pension Plan (IPP)

Working together, we can create a retirement plan that includes solutions like an Individual Pension Plan (IPP) to help you transition to a comfortable retirement.

An IPP is a defined benefit pension plan that typically provides significantly higher contributions than those permitted within a Registered Retirement Savings Plan (RRSP), when certain age and income conditions are met. That means you could have more tax-sheltered savings for retirement.

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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.