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

Morrison & Elinesky Estate Planning Group

  • Home
  • What We Offer
    • Our Simplified Approach
    • Our Process
    • Our Solutions
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Our Process

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 420-6202
Email Email us
Email Email
Telephone Number Tel

Our Process

Step 1 | Discover   Step 2 | Propose   Step 3 | Implement   Step 4 | Monitor
We Uncover your story and what makes you unique   We work with you to create an estate plan   Putting your estate plan in place   Review the progress of your estate plan
  • Your goals and preferences
  • Your personal situation, interests and challenges
  • We review your existing estate plans (wills, trust agreements, etc.)
 
  • We identify priorities
  • We discuss key issues
  • We link recommendations to your goals
 
  • We work through the application process
  • We make necessary changes to documentation, if needed
  • We deliver the policy to you
 
  • We review and update your estate plan as needs change
  • We continue to service and update policies
  • We review policy statements annually
 
 
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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.