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CIBC Private Wealth
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Morgan Flatt, CFA
Home
Services
Market Insights
Contact Us
Services
200 King Street West 8th Floor Toronto ON, M5H 3T4
(416) 594-7096
Email us
Email
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Services
Financial Planning
Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.
Investment Advice
We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.
Estate Planning
An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.
Business Transition Planning
A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.
Charitable Giving
Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:
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