Eric Schenstead

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.

Eric Schenstead, CLU, TEP, CFP

Estate Planning Specialist

(780) 970-5389

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eric.schenstead@cibc.ca

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Every element is designed to support your goals

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

Investment management
Private banking
Wealth planning
Estate and trust

Learn more

Address

Eric Schenstead Address

10180-101 Street

Suite 1800

Edmonton, AB T5J 3S4

Telephone number: (780) 970-5389

Toll-free: 1 (800) 232-7296

Fax: (780) 429-8999

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Our Promise to You

Eric Schenstead, CLU, TEP, CFP

Estate Planning Specialist

Every element is designed to support your goals

Every element is designed to support your goals

Contact us

Address

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