Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

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.

Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

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.

Income and Asset Preservation

We are skilled at navigating opportunities to structure, preserve, and optimize your wealth.

• Discovery, Analysis, and Best Practices
• Sophisticated Wealth Planning and Structuring 
• Personal Tax Optimization and Advisory 
• Estate Preservation 
• Insurance Counsel 
• Cross-border Strategies 

Charitable Giving 

Charitable giving positively impacts causes that matter to you, while reducing your own tax liabilities and improving your overall estate plan. You can gift cash, securities, or the proceeds of a life insurance policy. 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 CLICK HERE.