Chris Uri, PFP, CIM
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 Financial Security Advisor 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.