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

Anne-Marie Isaacson

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Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (647) 923-1691
Email Email us
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Our Promise to You

CIBC Wood Gundy Estate Planning Specialists provide expert advice by collaborating with you and your partners to develop a comprehensive estate plan. A plan provides you with comfort and peace of mind knowing that your family’s financial security has been addressed.

As a CIBC Wood Gundy Estate Planning Specialist, I work closely with you and your Investment Advisor to build a tax-efficient wealth strategy that meets your evolving estate needs and financial goals.

Our team offers expertise in the areas of:

  • Estate creation and continuation

  • Business succession planning

  • Charitable giving

  • Wealth preservation

  • Tax planning

  • Critical illness and long-term care insurance

With a plan in place, you can enjoy your life free from financial worries.

 
A couple looking at an estate plan with their investment advisor

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.

 

My Team

Anne-Marie Isaacson, CLU, CHS

Senior Estate Planning Specialist

Laura Madsen

Associate Estate Planning Specialist

Mary McIntosh

Estate Planning Assistant

Emilie Clarkson

Estate Planning Assistant

Ivy Ma

Estate Planning Assistant
 

Contact us

Address

Anne-Marie Isaacson Address
123 Commerce Valley Drive East
Suite 100
Thornhill, ON L3T 7W8
Telephone number: (647) 923-1691
 

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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.