Wealth Management Approach

We want to address all areas of your financial strategy with a transparent, independent and highly tailored investment approach focused on all areas of your financial picture. We are fully aware that getting the right investment advise is a key part of managing your wealth. However, that’s just one part of the big picture. You also need to manage your ongoing investment strategy, minimize taxes, fees or structure your estate. Because all this various aspects of managing your wealth are all interconnected, we will create an integrated wealth management strategy that addresses your concerns at each stage of life and bring choices that help you visualize financial security in your goals. These include:

Financial & Retirement Planning: We'll help create a complimentary financial/wealth plan that clarifies your needs, goals and risk that bring fulfillment & enjoyment with confidence.

Investment Management: Creation and implementation of customized and diversified asset allocation through public and private markets, with access to equities, GIC, Structured Products, Bonds, Preferred Shares, Money Market instruments etc.

Tax planning strategies: Evaluation of tax issues & efficiency throughout accumulation and withdrawal stages of your investing journey.

Estate & Legacy Planning: continuation through will and estate planning strategies, simplified estate settlement, and creating a philanthropic legacy through charitable giving in CIBC Giving Back program.

Corporate solutions: Individual Pension Plan (IPP), business transition/succession in a tax efficient way and insurance planning.

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