Accumulating wealth, like any great achievement, requires creativity, skill and perseverance. To make the most of your wealth, you need a plan that will help you achieve all of your financial goals, today and in the future.
Financial and estate planning provides the opportunity to plan for your financial future and to ensure you can leave a lasting legacy that reflects your personal values With a financial and estate plan, you can establish your goals, prepare for the unexpected, and define your legacy according to your priorities.
I can work with you and a team of CIBC professionals, including a CIBC Wood Gundy Estate Planning Specialist (Financial Security Advisor in Quebec) to create an effective financial and estate plan that considers all facets of your financial circumstances. With the many tools and resources available through CIBC Wood Gundy, we can help you manage your objectives.
To start building your Financial Plan, please fill out the following checklists:
Once the checklists are completed, please send them to Samantha Hall
