Financial Planning

"Proper Preparation Prevents Poor Performance" - James Baker

Financial planning is more than budgeting, saving or having the perfect investment strategy. It is a process that sets you on a course towards achieving your personal goals, needs and priorities through the proper management and attention to your financial affairs.

What can you expect from your Financial Plan:

Investment strategy that aligns with your long-term goals
Solutions and planning for future financial goals and expenses like health care and travel
Simplified present and future Net Worth projections to assist with Estate planning and tax efficient strategies
Peace of mind

Financial Planning Document Checklist

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Key estate planning documents

When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.

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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.