Financial Planning for Investors

Charting your path and planning for your future.

Financial planning goes beyond investing and tracking the growth of your portfolio. True financial foresight encompasses understanding your individual goals, risk tolerance, and long-term aspirations; ensuring that each decision aligns with your broader vision for the future.

Partnering with a CIBC Wood Gundy Investment Advisor and Financial Planning Specialist ensures a comprehensive roadmap to your financial aspirations.

By tapping into the collective proficiency of the CIBC group - in areas such as taxation, business succession and estate planning - we can address your most complex financial needs.

Financial Advisor smiling and holding a clipboard

Common Financial Goals

There are many reasons an investor may begin a financial plan, some include:

Buying Property - Including a first home, an investment property, or assisting a family member with a purchase.

Education - Saving up for your children's education via a Registered Education Savings Plan (RESP).

Planning for Major Life Events - Including planning for milestone birthdays, weddings and major trips.

Retirement - Including post-retirement income needs, estate planning, and inheritance planning.

There are many options, but it always begins with a plan.

There are many options for individuals looking to set aside money for the future: Registered Retirement Savings Plan (RRSP) / Registered Retirement Income Fund (RRIF), Tax Free Savings Account (TFSA), Registered Education Savings Plan (RESP), First Home Savings Account (FHSA) and non-registered accounts all play an important part in helping you achieve your goals.

With the help of a CIBC Financial Planner's Professional insights, a well structured plan can ensure you're in a good position to build a financial roadmap to meet your family's financial needs.

Words from our clients

Financial jargon used to confuse my husband & I. We have worked with many different advisors over the years in an effort to feel truly engaged in these discussions. Then we met Allen. He always lays things out in a manner that is easy for us to understand & follow. We are so grateful as we no longer feel like bystanders when discussing our finances.

- GTA Couple

Start today,

Be secure for the rest of your life