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

Crampton Coate Estate Planning Group

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Estate Planning Cases

Estate Planning Cases

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TRADITIONAL NEEDS

 

Personal Insurance Needs

  • Term Insurance Coverage
  • Permanent Life Insurance Solutions
  • Disability Income Plans
  • Critical Illness Coverage
  • Long Term Care Insurance
  • Life Insurance Strategies
  • Enhanced Income Plans

 

Business Insurance Needs

  • Buy-Sell Agreement Funding (life, disability, retirement)
  • Key-person Coverage
  • Debt/finance coverage
  • Knowledge based values, for the researcher/inventor etc.
  • Business Succession Planning

 

Basic Estate Planning Needs:

  • Insure the RSP liability
  • Preserve the family cottage
  • Paying the deferred tax liabilities
  • Estate equalization issues
  • Estate creation
  • Enhanced lifetime incomes
  • Estate equalization strategies

 

Specialized Needs

  • Children with accessible needs
  • Funding trusts
  • Charitable gifting strategies
  • Marital/financial uncertainty with regard to the next generation

 

ADVANCED PLANNING

 

Personal Situations

  • Personal Tax-sheltered Universal Life policies (Insured Income Plans)
  • Personal Insured Annuities
  • Estate Maximization
  • Charitable Gifting Strategies
  • Leveraging Life Policy Values

 

Professional Holding & Operating Companies

  • Owning life insurance tax-effectively
  • Tax-sheltered Universal Life policies (Corporately insured income plans)
  • Corporate Insured Annuities
  • RCA (basic and leveraged)
  • Individual Pension Plans (IPP)
  • Leveraged strategies for income
  • Leveraged strategies that provide enhanced long term savings

 

Putting together multiple concepts for maximum benefits.

 

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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.