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

Remy Investment Group

  • Welcome
  • Your Team
  • What Sets Us Apart
    • Community
    • Testimonials
    • Our Partnerships
  • Services For You
    • Responsible Investing
    • Planning And You
    • Our Solutions
  • Our Proven Philosophy
  • The Blog
    • Events
    • Monthly Newsletter
    • Videos
    • Resource Center
    • Blog
  • Contact us

Resource Center

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 429-8905
Email Email us
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Resource Center

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Estate Planning

Transitioning wealth in your family can be a smooth process when you have an estate plan in place. The Petra Remy Investment Group’s team of experts can advise you on issues like minimizing taxes, reducing market risk impact, and potential family disputes – now and when your estate is settled.

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Succession Planning

A succession plan puts you in control of the future direction of the legacy of your business. It’s how you plan for a smooth transition when you choose to leave or reduce the effect of untimely events that could change your ability to operate the business. We can help you develop a succession plan so the business you worked so hard to grow can keep thriving long after you transition out.

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Power Of Attorney

This legal document authorizes another person to act on your behalf, and does not necessarily mean a lawyer as often associated with the term attorney. You can choose any individual you trust to act in this capacity provided they are mentally capable and meet any age restrictions that apply in some provinces. You can ask our team any questions you have about this important delegation.

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Will Planning

What do Jimi Hendrix, Steig Larsson, Pablo Picasso, and Abraham Lincoln all have in common? They all died without a Will. Although a Will is an essential component of the estate planning process, it takes time and consideration to structure it properly. With our team of professionals, you can get the expert advice you need to create this important document. Leaving a Will is an effective way to ensure your estate assets are managed and distributed according to your wishes – everyone should have their last say.

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What's Your Story? Quotation annotation, forest pathWe hear the complicated stories of high networth individuals, we would be glad to hear your story and complete a complimentary financial assessment.

 

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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.