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Larson Squires Advisory Group

  • Home
  • About Us
    • Larson Squires Advisory Group
  • Who We Serve
    • Golden Age Clients
    • Pre-Retirees and Retirees
    • Individuals and Families
    • Business Owners
    • Professionals
  • How We Help
    • Our Process
    • Investment Management
    • Estate and Legacy Protection
    • Decumulation of Assets
    • Accumulation of Assets
    • Integrated Approach
  • Latest GIC Rates
  • Mike's Wealth Management Corner
  • Contact

Mike's Wealth Management Corner

Address 24 Harbourside Dr 8 Wolfville NS, B4P 2C1
Telephone Number (902) 542-6190
Email Email us
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Mike's Wealth Management Corner

Michael Squires

Did you scan the QR code in the Valley Wire? CLICK HERE to contact Mike Squires, Senior Wealth Advisor for your no obligation consultation!

 

 

Mike takes pride in being a go-to partner for all things retirement planning and estate planning for his clients. 

 

He provides tailored guidance on how to effectively manage and grow your wealth while securing a comfortable retirement and preserving your assets for future generations. The focus of Mike's Wealth Management Corner is to empower individuals and their families to make informed decisions specific to estate and retirement planning, ensuring financial security and peace of mind. Check out his editorials in the Valley Wire!

 

A few areas of focus include:

 

Estate planning

Retirement Cash Flow planning

Beneficiary planning

Probate planning

Investment management

Account & Tax optimization

Efficient use of Trust 

Philanthropic planning through Donor Advised Foundations

Legacy planning

Low risk monthly cash flow planning

 

 
 
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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.