Keith Butler - OUR PRODUCTS AND SERVICES

90% Of What We Do You Will Never See:

- Thoughtful portfolio construction and execution

- Ongoing due diligence on every recommended investment

- Top notch execution of our client's portfolio and entire wealth plan

- Ongoing rebalancing of every unique asset allocation and Investment Policy Statement

- Staying up to date on market trends to advise our clients with timely recommendations

- Working with our clients other professionals

Because your financial picture is absolutely unique, we are committed to drawing on specialists from across the CIBC group to deliver a complete financial strategy which is tailored to each and every client.

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

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CIBC FAMILY OFFICE

As part of CIBC Family Office, we can help you and your family manage the complexities of multi-generational wealth. Working in close collaboration with experts from across CIBC and your external advisors, we develop a plan that is tailored to your family and reflects your current and future vision.

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A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).