Financial and Estate Planning
Proper Planning to Build and Preserve Your Wealth
Proper Planning To Build and Preserve Your Wealth Accumulating wealth, like any great achievement, requires creativity, skill and perseverance. To make the most of your wealth, you need a plan that will help you achieve all of your financial goals, today and in the future. Financial and estate planning provides the opportunity to plan for your financial future and to ensure you can leave a lasting legacy that reflects your personal values. With a financial and estate plan, you can establish your goals, prepare for the unexpected, and define your legacy according to your priorities. I can work with you and a team of CIBC professionals, including a CIBC Wood Gundy Estate Planning Specialist to create an effective financial and estate plan that considers all facets of your financial circumstances. With the many tools and resources available through CIBC Wood Gundy, we can help you manage your objectives.
Wealth Advisory Services
Highly Specialized Services For Select Clientele
Highly Specialized Services for Select Clientele At CIBC, we recognize that individuals with significant wealth tend to have more complex situations that require a more holistic approach to financial planning. In fact, these individuals often need solutions that go beyond the scope of traditional investment services; solutions involving the expertise of individuals from a wide range of specialties. It's not often that you'll find such experts under one roof...unless you're a CIBC Wood Gundy client. Through CIBC Wealth Advisory Services, you will benefit from an approach that integrates all facets of wealth management into a cohesive plan that considers your entire financial picture and provides actionable recommendations, most often in the areas of tax planning, estate planning, business transition planning and philanthropy. As your Investment Advisor, I am the conduit to CIBC Wealth Advisory Services and your CIBC dealings. By engaging a CIBC Wealth Advisor, we can work together with your accountant, lawyer, and any other trusted advisors to create a robust financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family, your business and your future
