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Our Promise to You

 

CIBC Wood Gundy Estate Planning Specialists provide expert advice by collaborating with you and your partners to develop a comprehensive estate plan. A plan provides you with comfort and peace of mind knowing that your family’s financial security has been addressed.

As a CIBC Wood Gundy Estate Planning Specialist, I work closely with you and your Investment Advisor to build a tax-efficient wealth strategy that meets your evolving estate needs and financial goals.

Our team offers expertise in the areas of:

• Estate creation and continuation
• Business succession planning
• Charitable giving
• Wealth preservation
• Tax planning
• Critical illness and Long-Term Care insurance

With a plan in place, you can enjoy your life free from financial worries.

 

Life is full of surprises. Many are happy, but some are not: market corrections, tax increases, marital breakdown, health crises. We are told to adapt to a rapidly changing world. But what if we could create a safe haven where your world is protected from events like these?

This is our mission: to provide you and your family with a measure of certainty in an uncertain world.