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

The Robert Leon Financial Group

  • Home
  • About us
    • Our team
    • Process
    • Philosophy
    • Testimonials
  • Services
    • Our solutions
    • AMA - Balanced
    • AMA - ETF growth
  • Market insights
  • Community
  • Contact us
 

Our solutions

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OUR PRODUCTS AND SERVICES

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

  • Financial planning
  • Investment advice 
  • Registered savings solutions
  • Estate planning
  • Business transition planning 
  • Charitable giving
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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.

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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.

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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).

A couple looking at an estate plan with their investment advisor

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.

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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.

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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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A Portfolio with a Purpose

Our focus is to protect wealth for the purpose of long-term growth, whether it’s for your personal, business or family wealth. We work through a process to solve problems and reach goals.

This means preventing emotional investment decisions, managing all types of risk and taking a comprehensive planning approach to your full wealth profile. We employ a collegial process, which involves all members of our core team and communication within our network of specialists as well as your current lawyers and accountants.

Our services and strategies include:

  • Sophisticated investment process with strategic diversification to offset market risk
  • Tax-efficient investment plans designed around the budget you live by
  • Drawing on both internal and external sources for research and due diligence
  • Family trusts, education planning and a thorough knowledge of transferring wealth to the next generation
  • Establishing a foundation and other charitable giving strategies
  • Cash flow management that balances current needs with long-term goals
  • Succession planning, business transition and expertise in business ownership
  • Commitment to client communication and education, especially among family members
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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.