The Schenstead Estate Planning Team
By establishing trusted relationships, Eric Schenstead has served the Clients of CIBC Wood Gundy effectively, working in collaboration with their professional advisors and by keeping the following business philosophy in mind:
- To listen to the client and their advisors,
- To understand the aims and hopes that they have, and
- To develop a customized strategy to help our Clients better attain their aims and hopes in an efficient manner,
- Thereby delivering peace of mind, through confident, professional planning that meets our client's personal objectives.
"Estate Planning," as practiced by Eric may best be summarized as: " the lifelong accumulation, management and enjoyment of valuable assets, followed by a orderly transition to others, according to a written plan."
Eric Schenstead, CLU, TEP, CFP
Estate Planning Specialist