Estate Planning and Wealth Preservation

Many people may wonder exactly what the term "estate planning" encompasses. Estate planning is the process used to organize your affairs so that your goals are achieved both during your lifetime and after your death.

Historically, estate planning has been thought of only in terms of a plan for the distribution of your assets at the time of your death. However, an estate plan can also be used to address many of the issues that arise during your lifetime. 

It's important for everyone to have an estate plan. The depth and complexity of your plan will depend on your particular circumstances and goals. A well thought out financial and estate plan can help you build wealth and protect your assets from excessive taxation and frivolous claims that could erode the cherished gifts you wish to leave behind. 

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.

The future distribution of your wealth depends on decisions you make today

Your wealth is more than money. It grants you the opportunity to provide for your family or contribute to the causes that matter to you.

But how to do you juggle multiple priorities:

• Saving for a child's education

• Aecuring a comfortable retirement

• Caring for aging parents

• Preparing for the transition of a family owned business

• CIBC Wood Gundy Estate Planning Specialist, Doug Gleed provides the answers while addressing all the fundamentals of estate planning:

• Wealth Preservation

• Education Funding

• Retirement Income

• Estate Equalization and Transfer

• Charitable Giving

• Critical Illness and Disability Insurance

• Business Succession Planning

Remember. Your future financial success depends on the decisions you make today. Get started on a new path to success by requesting a free introductory consultation.