Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Français
Français
  • Home
  • About us
    • About Wood Gundy
    • Meet Your Team
  • Services
    • Professional Athletes
    • Our Wealth Approach
    • Investment Strategy
    • Portfolio Partner
  • Client Resources
    • Events
    • Market insights
    • Client Reporting
    • Estate Planning
  • Community
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Casra Mohammedrezai

  • Home
  • About us
    • About Wood Gundy
    • Meet Your Team
  • Services
    • Professional Athletes
    • Our Wealth Approach
    • Investment Strategy
    • Portfolio Partner
  • Client Resources
    • Events
    • Market insights
    • Client Reporting
    • Estate Planning
  • Community
  • Contact us
 

Estate Planning

Estate Planning

Email Email
Telephone Number Tel
Three friends clasping hands on deck of boat

Building family wealth with registered plans

Registered plans can have a big impact on family wealth.

Learn more Opens in a new tab.
Happy multinational family with kids prepare vegetable salad in kitchen

The strategic use of trusts

For many families, trusts can play an integral role in the planning process.

Learn more Opens in a new tab.
A smiling married elderly couple holding hands.

Charitable estate gifts

Making a charitable gift in your will is a great way to benefit the community and save taxes.

Learn more Opens in a new tab.
Happy senior couple holding hands and walking on beach.

Estate preservation and enhancement

An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.

Learn more Opens in a new tab.
Brother and sister with beach ball running on driveway while parents watch them.

U.S. vacation property planning for Canadians

If you own a vacation property in the United States, taxes could be substantial when you eventually gift, transfer or sell the property.

Learn more Opens in a new tab.
Old couple smiling while greeting their advisor.

Key estate planning documents

When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.

Learn more Opens in a new tab.
Mother and adult daughter looking at a laptop in kitchen.

Charitable gifts: wills vs. beneficiary designations

The pros and cons of naming a charity in your will versus designating the charity as a beneficiary of a registered plan.

Learn more Opens in a new tab.
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.