Services

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

A couple discussing with an investment advisor in an office environment

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.

An investment advisor shaking a woman’s hand, who is sitting in her home alongside her husband

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.

A group of people in business attire discussing with an investment advisor

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.

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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Investment and Retirement Solutions

Whether saving for retirement or a child's post-secondary education, registered accounts are a tax-effective addition to any investment portfolio. We offer the following registered account options for our clients:

• Registered Retirement Savings Plan (RRSP)
• Registered Education Savings Plan (RESP)
• Registered Retirement Income Fund (RRIF)
• Tax-Free Savings Account (TFSA)
• Locked-In Retirement Account (LIRA)
• Individual Pension Plan (IPP)
• Actively Managed Portfolios
• Fee-Based Pricing
• Exchange Traded Funds
• Socially Responsible Investments
• Registered Disability Savings Plans (RDSPs)

Insurance Solutions

Major life-changing events can happen without warning, putting your financial well-being at risk. Preparing for the unexpected is important and can help secure your financial future and provide you and your loved ones with peace of mind. For many, insurance plays an important role in their financial plan and is used as a safeguard against loss of income resulting from death, injury or illness. Insurance is simply a way of protecting your estate so it can be used for the reasons you have intended it – to support your lifestyle, and that of your family's, and provide for you in times of need.

• Life Insurance Strategies
• Critical Illness
• Disability Insurance
• Long-Term Care Solutions

• Universal Life
• Annuities
• Segregated Funds