Defining Your Legacy

To ensure that your legacy truly reflects your personal values, it's important to define your individual goals for transferring assets to your heirs, giving back to your community or planning the continued success of your business.

Estate Planning Expertise

At CIBC Wood Gundy, you have the ability to work with one of our in-house expert Estate Planning Specialists. Our professionals can help you navigate a wide range of issues, meet special needs of individual family members and transfer assets to family and charities of your choice over time. We can also offer guidance and advice on tax strategies and how to reduce the impact of market risks and potential family disputes – both now and when your estate is settled.

Business Succession Planning

If you own a business, you may be hoping that a family member will take over when you retire or can no longer manage the company. Or you may be looking to find an independent buyer who understands your business and can continue to serve your customers. Whatever your goals, we will work with other with members of our team to formulate a strategy for an effective transition.