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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

Individuals and Families

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 Individuals and Families

Estate Planning

  • Perform full analysis of insurance coverage to determine appropriateness of cost and coverage.
  • Illustrate strategies to create wealth and enhance estate size and efficiency.
  • Utilize insurance to pay future taxes as efficiently as possible.

In-Depth Financial Planning

  • Evaluate where you are today and where you would like to be in the future. The plan will help bridge any existing gap.
  • Ensure you take only necessary risk to accomplish your goals.
  • Determine the actual dollar amount required by the day you retire in order to live a comfortable retirement on your terms.
  • Analyze your optimal balance between investing, debt reduction and saving for other goals that are important to you and your family.

Tax-Efficient Investment Strategies

  • Ensure your affairs are set up as efficiently as possible from a strategic tax planning standpoint—giving you the ability to take less risk in your investment portfolio.
  • Appropriate tax planning may allow you to “pick up” some extra returns in all stock market cycles: up down, and sideways.
  • Effective use of income splitting strategies where appropriate (family trusts or spousal loans).

 

 
 
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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.