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

Brock Martin

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Business succession planning

Address 42 Wyndham Street North Suite 201 Guelph ON, N1H 4E6
Telephone Number (519) 823-4406
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Business succession planning

Your Succession Plan should be created early and revisited on a regular basis. It will be unique to your business and personal circumstances. However, there are some common elements that should be considered when developing your plan.

  • Who are the stakeholders ?
  • Shareholder agreements
  • Corporate Structure
  • Tax Planning
  • Estate Planning
  • Exit Strategy with timetable
 
 
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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.