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

Danisi Financial Group

  • HOME
  • WHO WE ARE
    • Our Team
    • Our Value Proposition
    • Our Process
    • The Network Effect
    • Our Client Commitments
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Not-For-Profits & Foundations
  • HOW WE HELP
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Insurance
    • Estate & Tax Planning
  • OUR OFFERING
    • Products
    • Services
  • MARKET INSIGHTS
  • CONTACT US

Integrated Wealth Management Service

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 282-6857
Email Email us
Email Email
Telephone Number Tel

Integrated Wealth Management Service

 

The Danisi Financial Group offers wealth management services to its clients by striving to ensure that all of their financial affairs are in good order.

 

Private Banking and Trust Services

 

Your private banking team brings our finest services and banking expertise to you, to help deliver your unique financial vision and strategy.

  • Full-service Banking
  • Bespoke Lending
  • Partner Capital Loans
  • Cash and Liquidity Management
  • Estate and Trust Services

 

Investment Management

 

Your advisory team offers rigour and discipline through market cycles, personal milestones and the full evolution of your wealth.

  • Managed Portfolios
  • Full-service Investment Advisory
  • Custom Capital Markets Solutions
  • Monetization of Concentrated Positions
  • Investment Counsel
  • Self-directed Investing

 

Wealth Management Strategies

 

Your wealth strategists are skilled at navigating opportunities to structure, preserve and optimize your wealth.

  • Discovery, Analysis and Best Practices
  • Sophisticated Wealth Planning and Structuring
  • Corporate and Personal Tax Integration and Advisory
  • Estate Preservation
  • Insurance Counsel
  • Cross-border Strategies

 

Sound Stewardship

 

Your advisory team assists with some of life's most significant decisions including succession, inheritance, strategic philanthropy and your lasting legacy.

  • Business Succession and Transition Planning
  • Multi-generational Family Wealth Consultancy
  • Financial Fluency for Younger Generations
  • Strategic Philanthropy, Foundations and Legacy Advisory

 

 

Some recent examples of services offered in the area of wealth management:

 

  • Building of a customized portfolio and optimization between the different classes of assets to better control investment income and reduce volatility.
  • Financial planning for professional couple planning to retire in five years, to confirm whether their investments would make it possible to maintain their current cost of living.
  • Comprehensive financial planning for business leader and family before, during and after sale of business: analysis and projections of proceeds from sale and of potential cash flow generated by investment portfolio, tax optimization between entities to minimize taxes, income splitting, analysis and optimization of investment portfolio to generate income with a view to maintaining lifestyle after sale, analysis of relevance of owning life insurance as an alternative investment in asset allocation, maximization of RRSP, maximization of TFSA of spouse and children, and estate planning to optimize wealth at death to benefit estate and different heirs with different needs.
  • Optimization of legal and tax structure of senior officer (in collaboration with two law and accounting firms) to better protect family's assets, minimize current tax burden, reduce taxes payable on death, and avoid U.S. estate taxes; analysis of current portfolio; and building of portfolio generating stable income in U.S. dollars.
  • Inclusion of life insurance (as an investment vehicle) in asset allocation for a couple's investment portfolio to optimize tax treatment for the surviving spouse and significantly increase the value of estate at the time of the second death in addition to benefiting heirs.
 
 
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 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.