Tax And Estate

An Integrated Approach to Estate Planning

Our estate planning services include:

Developing a custom estate plan with with tax professionals and our CIBC Estate Planning Specialists.

Establishing trusts and other preservation structures

Updating wills and powers of attorney

Coordinating with your accountant and lawyer

Minimizing estate taxes through intergenerational wealth transfer

Tax considerations affect every stage of wealth planning, and estate planning is no exception. Without a coordinated approach, taxes can reduce the legacy you intend to pass on. We work with legal, accounting, and tax professionals to ensure your estate plan reflects your wishes—protecting your family’s wealth and supporting your long-term goals.

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.

Tax And Estate

Tax And Estate

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