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

Law & MacGillivray Financial Advisory Group

  • Home
  • About us
    • Our team
    • Commitment
  • Approach
  • Services
    • Our solutions
    • Investment Philosophy
    • Estate planning
    • Planning for tomorrow
  • Market Insights
    • Market Insights
    • Video Library
  • Community
    • Our involvement
    • Giving Back
  • Contact us
 

Estate planning

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Estate Planning

Wealth is about more than just assets. It's about independence, financial success, and the ability to meet the needs of your family and support your favourite causes. Regardless of how much wealth you've accumulated or want to accumulate, your estate plan, like any important undertaking, requires planning, skill and ongoing attention.

Estate planning enables you to plan for tomorrow. No matter what stage of life you're in, an estate plan can help simplify the transfer of assets to the next generation and protect your beneficiaries. A carefully crafted estate plan provides for the well-being and security of your loved ones upon your death. No matter what your financial situation may be, estate planning can help you protect your assets.

Take Advantage Of Our Expertise

  • Conservation and distribution of assets
  • Provision of income for survivors
  • Prevention of unnecessary economic hardship for survivors
  • Minimization of excessive tax or transfer costs
  • Distribution of wealth to heirs
  • Estate equalization
  • Possible avoidance of probate (probate not applicable in Quebec)

Take Advantage Of Our Expertise

Your CIBC Wood Gundy Investment Advisor understands the financial decisions you need to make, and more importantly, the impact on future generations. To begin a discussion of your comprehensive estate planning needs, contact your CIBC Wood Gundy Investment Advisor, who can introduce you to a qualified Estate Planning Specialist.

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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.