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

Michael Van Berkel

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Individuals

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

What does your retirement look like?

To achieve the retirement you want, it is important to have a thorough understanding of your retirement goals and transition process. A successful plan can offer you the peace of mind that comes from knowing you have not only given thought to your future, but have begun to build a path towards it.

Many people begin retirement planning by asking questions about what their future has in store for them.

This process may include identifying the answers to the following questions:

  • Will I be able to retire, and maintain my standard of living?
  • How do I maximize my retirement income?
  • Do I want to continue to work on a part-time or consulting basis?
  • What tax implications may I have to deal with?
  • What is my family’s health history and how might that affect me?
  • How can I ensure my family is looked after in case of the unexpected?

Whatever your vision, we can help alleviate the anxieties that come with planning for retirement. After all, the retirement years are meant to be your golden years, and one of the best times of your life!

To plan for or confirm you are on the path to the retirement you want, speak with Mike and his team today!

 
 
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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.