Chris Uri, PFP, CIM
As a business owner, you dedicate long hours to making your company a success. But it can be difficult to stay on top of everything. Working with a team of experts can help you ensure that your business and personal financial needs are attended to, while freeing up more of your time to focus on your customers.
At CIBC Wood Gundy, we can offer the following solutions and services:
• Employee benefit programs
• Retirement products
• Business transition planning
• Financial planning
• Charitable giving
• Corporate insurance products
Through our partners at the CIBC group of companies, we can also offer you banking solutions suitable for your business needs.
I would be pleased to meet with you to discuss your business objectives and establish a plan that will help you continue to build upon the success of your business.