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

Richard Fenton

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Estate planning

Address 126 Wellington St. West, Suite 100 Barrie ON, L4N 1K9
Telephone Number (705) 720-1425
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Estate planning

Proper Planning To Build And Preserve Your Wealth

Accumulating wealth, like any great achievement, requires creativity, skill and perseverance. To make the most of your wealth, you need a plan that will help you achieve all of your financial goals, today and in the future.

Financial and estate planning provides the opportunity to plan for your financial future and to ensure you can leave a lasting legacy that reflects your personal values. With a financial and estate plan, you can establish your goals, prepare for the unexpected, and define your legacy according to your priorities.

I can work with you and a team of CIBC professionals, including a CIBC Wood Gundy Estate Planning Specialist (Financial Security Advisor in Quebec) to create an effective financial and estate plan that considers all facets of your financial circumstances. With the many tools and resources available through CIBC Wood Gundy, we can help you manage your objectives

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.