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

MacEwan Wealth Management

  • Home
  • About Us
  • What We Do
    • Our Investment Process
    • Financial Planning
    • Estate Planning
    • CIBC Private Banking
  • Market Insights
  • Knowledge And Education
    • Investing 101
    • Tax Tips From Jamie Golombek
  • Contact us
  • Blog

Financial Planning

Address 1688-152nd Street Suite 408 Surrey BC, V4A 4N2
Telephone Number (604) 538-7283
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Financial Planning

3 generations of women

Building your vision with strategic wealth planning

When it comes to strategic wealth planning, your vision and your passions come first. Learn how a trusted advisor can help anyone define financial security on their own terms and build lasting financial strength.

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“A goal without a plan is just a dream.”  - Antoine de Saint-Exupéry

 

Financial planning is more than budgeting, saving or having the perfect investment strategy.  It is a process that sets you on a course toward achievement of your personal goals, needs and priorities through the proper management and attention to your financial affairs.

What can you expect from your Financial Plan:

  1. Investment strategy that aligns with your long-term goals
  2. Solutions and planning for future financial goals and expenses like health care and travel
  3. Simplified present and future Net Worth projections to assist with Estate planning and tax efficient strategies.
  4. Peace of mind.
 
planning meeting

Financial Planning at CIBC Wood Gundy

As you progress through life, you will probably make major purchases like buying your first home, perhaps acquiring a cottage and financing your children's post-secondary education. By planning properly, you can ensure you're in a good position to meet your own and your family's needs.

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Financial Planning Document Checklist

Financial Planning Document Checklist

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Matthew MacEwan

Book A Review

Whether you are a looking for a second opinion or just wanting more information about your investments, we are here to help!

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.