Richard Solomon - Our products and services

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Asset Advantage Account

If you’re looking for a unique money management tool, consider the CIBC Wood Gundy Asset Advantage Account (AAA). With the AAA, your Investment Advisor provides professional advice, and you receive credit card services.

Enjoy all of the features and benefits of a full-service investment account including special banking privileges, preferred interest rates, a CIBC Wood Gundy Advantage debit card with 24-hour worldwide access through electronic banking services and access to CIBC credit cards*.
(*excludes corporate and U.S. dollar visas for auto pay service)

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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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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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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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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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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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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