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

Michael Van Berkel

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Business owners

Address 126 Wellington St. West, Suite 100 Barrie ON, L4N 1K9
Telephone Number (705) 720-1403
Email Email us
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Business owners

Establishing a business and making it a success is not easy. Transitioning out of that business can be even harder.

Have you taken a moment to consider the legacy of your company when you decide to retire or move on to a new venture?

Think about the following:

  • Do you know who will take over your business when you retire?
  • Have the necessary documents, agreements and plans been put in place to ensure a smooth transition?
  • Will the income provided from the sale of your company be sufficient to meet your retirement needs?

If you're unsure of the answers to these questions, you're not alone.

As one of Canada's largest full service investment advisory firms, CIBC Wood Gundy has provided investment services to Canadians and small businesses for over 100 years. We are committed to fostering relationships based on trust through attention, guidance and delivery of investment solutions that

meet the unique needs of your business, your family and your estate.

Get started today on your business transition plan and confirm that you are on the right path to a smooth transfer of your company and start of your next adventure.

We'll help you create, update and maintain a plan that meets your needs for today and tomorrow.

 
 
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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.