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

Kom vanderMaden Advisory Group

  • Home
  • About Us
    • Our team
    • Team Resources
    • Community
    • Contact us
  • Services
    • Our Services
    • Who We Work With
  • Market Insights
    • Market Insights
    • Our Results
  • Knowledge Lounge
    • Knowledge Lounge
    • Podcasts
 

Our Services

Our Services

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INTEGRATED WEALTH MANAGEMENT

 

Together, our group provides the preferred care and responsive services you require through personal relationships, industry-leading professional partnerships and a unique service offering that is constantly evolving to bring you the most innovative wealth management solutions available. Together, we will follow a tailored roadmap that ensures we find the most efficient ways for you to meet your lifestyle needs, legacy wishes and philanthropic goals.

 

To be successful, a wealth management solution needs to be centered on you and your family. It begins with what you need, not what we have to offer. It will be structured enough to optimize your financial opportunities and flexible enough to address the ever evolving landscape of your goals and the financial environment we operate in.

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

  • Financial planning
  • Investment advice 
  • Registered savings solutions
  • Estate planning
  • Business transition planning 
  • Charitable giving
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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.

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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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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).

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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.

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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

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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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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.