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

Floyd H. Harris

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Financial Planning

Financial Planning

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Ensuring you have a comprehensive plan to meet the lifestyle, retirement, business and family goals you envision are paramount to securing a healthy future for your wealth. At Harris Financial Group, we recognize this and employ a comprehensive approach to financial planning including, but not limited to cash & debt management, registered savings solutions, insurance solutions etc.

You will benefit from expertise in:

 

  • Cash flow planning strategies to support your short and long term goals
  • Retirement planning that can help you make an exciting and easy transition into the next chapter of your life
  • Estate and legacy planning to protect your family and wealth
  • Business succession planning to understand your options for the transition or sale of your business
  • Tax-optimization strategies
  • Charitable giving strategies that allow you to fulfill your philanthropic goals
  • Cross-border planning to help you navigate the financial complexities of living or owning assets abroad
  • Risk management to help mitigate any risks that could impact your personal and financial wellbeing

 

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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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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).

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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.