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

Allen Murphy

  • Home
  • About us
  • Services for Business Owners
    • Investment Management for Business Owners
    • Estate Planning
    • Business Transition Planning
  • Services for Investors
    • Investment Management for Investors
    • Financial Planning
    • Family Protection
  • Services for Retirees
    • Investment Management for Retirees
    • Cash Flow Planning
    • Estate Planning for Retirees
  • Market insights
  • Allen Murphy's Blog

Estate Planning

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2229
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Estate Planning

 

 

Planning for Transition, Legacy, and Tax

 

    Navigating the complexities of estate planning as a business owner requires thoughtful consideration and expert guidance.

   Whether that be safeguarding your financial property, protecting health and welfare, caring for dependents, or distributing and sharing wealth

   Estate Plans are excellent tools for business owners to transfer their wealth tax efficiently in ways that make most sense for their family and dependents.

      The experts at CIBC Wood Gundy can help navigate difficult family conversations, help plan and manage caregiving responsibilities, give insight into transferring wealth, estate settlements, tax planning, and insurance.

 


 
 

Hand-in-Hand with Your Existing Financial Team

 

Coordinated Estate Planning

Our team, in collaboration with your legal, accounting, and tax professionals, crafts strategies aimed at reducing the potential tax burden on your estate. This involves detailed planning around the use of lifetime gifts, charitable donations, and structuring your estate in a way that maximizes the wealth transferred to your heirs and beneficiaries.

We believe in the importance of collaboration. To ensure that every aspect of your estate plan is legally sound and fully integrated, we work closely with your attorney or can recommend experienced legal professionals. This team approach ensures that your business and personal assets are protected and your estate planning goals are achieved.

 

Secure the Financial Future of Your Family

 

 

 

Words from our clients.

Allen is as classy as they come & his team compliments him well. They consistently simplify complicated matters to put our minds at ease.
- GTA Business Owner

 
 
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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.