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

Fred Benford, CIM®, FMA, FCSI, CEPA

  • Welcome
  • Our Story
  • How We Think
  • Who We Work With
    • Multi-Generational Families
    • Business Owners
    • Incorporated Professionals
  • Family Office
  • Market Perspectives
  • Giving Back

Business Owners

Address 366 King Street East Suite 500 Kingston ON, K7K 6Y3
Telephone Number (613) 531-5514
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Business Owners

Transition aligned planning that integrates with your existing professionals to manage OpCo-Holdco structures, liquidity needs and long-term decision making.

 

Insurance as an Asset

Life insurance as an asset class requires a second look, as recent tax changes continue to shape the strategy. Wayne Miller and Mark Arruda explain.

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Business Transition Planning

Transitioning your family business requires a thoughtful, step-by-step approach. As part of your overall estate plan, it is important to think about where your business is now and what you envision for the future. The case study below brings to life how transition planning might work for a family with diverse needs and interests.

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Hold the Holdco! Is a holding company right for you?

You may be a small business owner. You may own a portfolio of investments. In either scenario, you may be wondering weather a holding company or "Holdco" makes sense for you. There are a number of things to consider before putting a Holdco into place.

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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.