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

Solomon Wealth Management Group

  • Home
  • About Us
    • Success That Feels Like Success
    • DRIP Process
    • Our Team
    • Blog
  • Business Owners
    • Trust And Structure
    • Benefits And Corporate Insurance
    • Succession
    • Tax Efficiency
  • Retirement And Family Wealth
    • Retirement And Income Planning
    • Family Wealth Planning
    • Protection And Preservation
    • Tax And Estate
    • Philanthropy
  • Contact us

Protection And Preservation

Protection And Preservation

Preserve Your Lifestyle and Protect Your Wealth

Our services include:

Long-term, conservation-focused investment strategies

Family trusts and other structures to reduce tax exposure

Estate planning and coordination of wills and legal documents

Collaboration with insurance and tax professionals

Protecting what you’ve built is essential to achieving both your retirement and family wealth goals. You need plans that support your lifestyle today while safeguarding assets for future generations and charitable giving. We align protection and preservation strategies—combining investments, insurance, risk management, and tax-efficient structures—to create a plan that reflects your goals.

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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.