Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • What we do
    • Total Wealth Care
    • Advisor Managed Accounts
  • Our clients
    • Entrepreneurs
    • Incorporated professionals
    • Multigenerational families
  • About us
  • Events
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Mestern Group

  • Home
  • What we do
    • Total Wealth Care
    • Advisor Managed Accounts
  • Our clients
    • Entrepreneurs
    • Incorporated professionals
    • Multigenerational families
  • About us
  • Events

Incorporated professionals

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7872
Email Email us
Email Email
Telephone Number Tel

Incorporated professionals

The Mestern Group understands the distinct financial needs of incorporated professionals. Whether you are a dentist, physician, lawyer, or any other incorporated professional, our holistic services are designed to help you manage your wealth both personally and within your corporation.

 

Tailored Services for Incorporated Professionals

  1. Comprehensive Wealth Planning: We integrate all your assets, both personal and corporate, to provide a comprehensive wealth plan. This plan will identify opportunities for wealth optimization and serves as the foundation of our relationship with you.
  1. Corporate Investment Strategies: We maximize the benefits of wealth accumulation within your corporation with tax-efficient investment strategies. Corporate passive investment returns are taxable around 50%. It is important to be cognizant of that when devising the investment strategy.
  1. Collaborative Approach: We collaborate closely with your accountant, lawyer, and other advisors to create a strong support framework for your business’ growth. This teamwork ensures that every aspect of your financial situation is addressed in a unified manner.
  1. Insurance Solutions: We help you mitigate growing deferred tax liabilities in your corporate and personal investments with tailored insurance solutions. We also use insurance as a diversified portfolio, which can act as a fixed income investment replacement and is payable (tax-free) directly to the policy beneficiaries at death.
  1. Intergenerational Wealth Transfer: We plan for efficient intergenerational wealth transfer, considering both personal and corporate assets. We ensure your legacy is preserved, and your wealth is transferred smoothly to, and used properly by, the next generation.
  1. Systematic Communication: We maintain minimum quarterly communication with all our client households to ensure that they understand our processes and that we remain aligned with their goals. Transparency and effective communication are the most important parts of our business.

 

At the Mestern Group, we are committed to helping incorporated professionals navigate their complex wealth management needs with confidence. Contact us today to learn how we can support your journey.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.