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

Ens Flath Advisory Group

  • Home
  • Our team
  • Our Strengths & Resources
    • Who We Are
    • Philosophy & Processes
    • Products & Services
    • Investment Consulting Service
    • Fee-based investment services
  • Market insights
  • Community
  • Contact us
 

Products & Services

PRODUCTS AND SERVICES

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Other services we provide

 

Financial Services (Non-Investment)

 

Communication & Market ResearchCommunication & Market Research

  • Regular contact
  • Timely responses
  • Phone and email accessibility
  • Proactive outreach
  • Support through volatile markets and major life events
  • Support through major life events
  • Newsletters, blogs, white papers
  • Events and education seminars

Wealth & Tax PlanningWealth & Tax Planning

  • Net worth and cash flow analysis
  • Needs assessment
  • Goals-based reporting
  • Insurance review
  • Retirement and income planning
  • Estate and wealth transfer planning
  • Tax planning strategies
  • Business succession strategies
  • Access to a network of professionals

Investment managementInvestment management

  • Creation of diversified strategies
  • Security selection
  • Personalized portfolio creation
  • Access to exclusive investment solutions
  • Portfolio monitoring

Administration & ReportingAdministration & Reporting

  • Secure online access
  • Monthly/quarterly statements
  • Personal service
  • Complete account documentation
  • Tax package preparation
  • Regulatory oversight
  • Custodial services
  • Record keeping
  • Designated support infrastructure

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

A couple discussing with an investment advisor in an office environment

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.

A couple getting investment advice from their advisor

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.

An investment advisor shaking a woman’s hand, who is sitting in her home alongside her husband

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).

A couple looking at an estate plan with their investment advisor

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.

A group of people in business attire discussing with an investment advisor

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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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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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.