Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Our Team
  • Our Performance
  • Our Services
  • The Intrinsic Financial Group Difference
  • Empowering Women in Wealth
  • Blog
  • Market Insights
  • Community
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Intrinsic Financial Group

  • Home
  • Our Team
  • Our Performance
  • Our Services
  • The Intrinsic Financial Group Difference
  • Empowering Women in Wealth
  • Blog

Our Services

Address 530 Queen Street East Suite 100 Sault Ste. Marie ON, P6A 2A1
Telephone Number (705) 949-5808
Email Email us
Email Email
Telephone Number Tel

Our Services

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs including:


Financial Planning

 

Your financial plan helps determine your goals and provides you with a road map to achieve them. We have the knowledge and tools necessary to create a plan for you that is dynamic and will change as your priorities do. It gives you the ability to determine your ideal lifestyle before and during retirement. We work with you and your team of professionals to create this plan and ensure you are prepared and comfortable throughout your career and into retirement. We will use our expertise to analyze your plan so that any potential tax liabilities can be mitigated, and any contributions and withdrawals are done in the most tax efficient way.


Personalized Investment Advice

 

Our team is registered and qualified to provide you with discretionary investment management, which means we have the highest standard of ethical obligations in managing your portfolio. We take care of all of the investment decisions on your behalf, so that we can operate quickly and efficiently and always be on the pulse of the markets. We don’t sell products; we create tailored solutions using the highest quality investments available to Canadian investors. Our team has access to a vast amount of investment options and, using our extensive research and due diligence process, we narrow it down to a list of holdings that is right for you . We consistently strive to ensure our portfolios only contain the best options for you, and not the newest hot investment in the market.


Corporate Investing

 

There are many things to consider and consider when investing inside of a corporation. We work directly with your accounting team to develop a strategy and make sure that any investments or withdrawals are done tax efficiently. We specialize in working with professionals and private corporations to invest their funds and help them continue to grow their business. Together, we come up with the best solutions for your corporate account from both an investment and tax perspective.


Insurance Planning

 

We are a fully insurance licensed team and are able to provide you with many different insurance options depending on your stage of life. We offer specific insurance solutions based on your current and future needs, whether that be to cover a potential short-term obligation, to pass on to your heirs, or to offset estate tax liabilities. We are able to provide both personal and corporate insurance options which can be used as a very useful and tax efficient tool. For high-net-worth individuals, insurance can be viewed as an alternative strategy to further increase their family's overall net worth.


Trust and Estate Planning

 

Having an estate plan in place will ensure a smooth wealth transition to your heirs and offer you and your loved ones peace of mind during difficult times. Our team has extensive experience in dealing with the most complex of estates, which will ensure everything is handled properly and according to your wishes. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled. Being an executor can be a very difficult and time-consuming role, so we work closely with our partners at CIBC Trust to offer professional executor services to you.

 

 

 

 

 

 

 

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 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.