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

Walter Valentini

  • Home
  • About Us
    • Meet the Team
    • Our Partners
  • Services
    • Tax & Estate Planning
    • Integrated Approach
    • Investment Consulting Service
  • Strategies
  • Market Insight
  • Community
  • Contact

Tax & Estate Planning

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 392-7645
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Tax & Estate Planning

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U.S. estate tax planning for Canadians

U.S. transfer taxes may arise when assets are transferred to others during lifetime or upon death.

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The strategic use of trusts

For many families, trusts can play an integral role in the planning process.

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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.