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

Malloy Investment Group

  • Home
  • Who We Are
    • Our Team
    • Our Approach
  • Who We Help
    • Are We an Ideal Fit For You?
    • Individuals and Families
    • Business Owners and Professionals
  • Services
    • Advisor Managed Accounts
    • Investment Consulting Service
    • Portfolio Partner
    • Products and Services
  • Market insights
  • Community
  • Contact us

Business Owners and Professionals

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 425-6900
Email Email us
Email Email
Telephone Number Tel

Solutions for Business Owners and Professionals

Salary/Dividend Optimization

  • Ensure you are paying yourself as efficiently as possible.

Income Splitting

  • Family trusts
  • Different classes of shares
  • Prescribed rate loans

Maximize After-Tax Cash Flow

  • Low risk strategies geared towards earning capital gains and dividends as opposed to highly taxed interest income.

Business Succession Plan

  • Determine the value of your business.
  • Ensure it’s structured as efficiently as possible for the eventual sale.
  • Strategies to maximize sale price and shelter gains using lifetime capital gains exemption.

Capital Dividend Account

  • Take advantage of potential tax-free capital dividends.

 

During the entire process we work closely with our clients’ accountants and lawyers.

 
 
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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.