Financial planning for individuals

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Comprehensive Financial Planning for Individuals

We believe that a comprehensive financial plan can provide a road map towards greater financial and emotional well-being.

On Track with Financial Affairs
On Track to Retire
On Track to Save
Can Deal with Bumps in Life
Can Live Life Today
A Stronger Sense of Well-Being

Robert, Executive

"Work consumes all my time. I should be working with a financial advisor."

Stephen, Busy Professional.

"Could I make better use of tax and savings opportunities?."

Richard, Approaching retirement

"Will I be able to retire comfortably in five years?"

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Our process entails providing financial planning for major life goals and events, or at least two of the following planning components:

Retirement planning
Portfolio & investment management
Estate planning
Tax planning
Wealth preservation and insurance

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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.