Clients require comprehensive wealth management and professional guidance managing their investment portfolios.
- Professionals (doctors, dentists, lawyers, optometrists, engineers, professional athletes) seeking advanced wealth planning
- Business owners looking for advanced corporate and personal wealth planning
- Individuals transitioning/selling their business
- Clients who want to protect and enhance their after-tax value of their estate
- Clients approaching retirement and want to explore strategies to maximize after-tax retirement income
- Most individuals do not have the time or inclination to look after their investments and need a professional to do it for them
- Individuals receiving a lottery win or inheritance
- Clients who are unsure of their current portfolio's and would want a second opinion
As a CIBC Wood Gundy Investment Advisor, I take a proactive, comprehensive approach to guiding clients to understand all of the pieces to their financial needs.
CIBC Mid-Market Investment Banking
My partners at CIBC Mid-Market Investment Banking specialize in helping business owners:
- Sell their business
- Grow through acquisition
- Raise equity capital and secure debt financing
To benefit from our experience, contact me today.