CIBC Wood Gundy has built a reputation for excellence by always putting our clients interests first. Our products and services are designed to support your investment goals and give you the peace of mind you require when dealing with your financial security.

Every individual should have an estate plan tailored to his or her personal circumstances. By working with our Estate Planning Specialist, we can begin to build a personalized estate and financial planning strategy, custom-designed to meet your present and future requirements. He is well-versed in the relevant areas of taxation and estate planning, and can also provide services in estate creation and preservation, business succession funding, estate-friendly investing, charitable giving, retirement income planning and tax minimization.

In addition to providing the broadest choice of value-added products and services, CIBC Wood Gundy Financial Services also takes a comprehensive approach to your estate planning needs. Our Estate Planning Specialist and Robin can review your portfolio to assess your present and future estate planning needs.