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

Anne-Marie Isaacson

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Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (647) 923-1691
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“Anne-Marie is going to elevate your relationship with your client. She has for me.”

Ross Ferrier  | Branch Manager, Portfolio Manager | Commerce Valley Financial Group | CIBC
Wood Gundy | CIBC Private Wealth

 

About Anne-Marie

A formative childhood experience still echoes in Anne-Marie’s drive to always be better than the day before — and to elevate the wealth of ultra-high-net-worth clients and help them achieve their most ambitious visions.
Guided by a vision to be the estate planning team of choice by putting people first, Anne-Marie brings deep expertise, emotional intelligence, and genuine fascination with clients’ lives. Since entering the financial services industry in 1997, her background in accounting and auditing has shaped sophisticated tax strategies for ultra-high-net-worth clients and corporations. Her certifications include the elite Chartered Life Underwriter (CLU®) and Certified Health Insurance Specialist (CHS™).

Anne-Marie’s story

 

Our Difference

A carefully curated estate planning experience for our trusted partners, based on our deep expertise and fascination with their clients’ lives.

More about our brand

 

My Team

Anne-Marie Isaacson, CLU, CHS

Senior Estate Planning Specialist

Laura Madsen

Associate Estate Planning Specialist

Mary McIntosh

Estate Planning Assistant

Emilie Clarkson

Estate Planning Assistant

Ivy Ma

Estate Planning Assistant

Ting He

Estate Planning Assistant
 

Our Strategies

Estate Planning


Tax Minimization and Liquidity Creation


Wealth Preservation and Creation


Corporate Tax Planning and Estate Preservation


Corporate and Personal Financing Arrangements


Buy-Sell Agreements and Key Person Insurance

More about our strategies

 

Testimonials

“Anne-Marie is invested in the entire family relationship. That is why I like putting her in front of my clients. Because I know she will take care of them as well as I do.”

E. Jeanette Power, EPC | Senior Wealth Advisor | The Power Investment Team | CIBC Wood Gundy | CIBC Private Wealth

Read more testimonials

 

Contact us

Address

Anne-Marie Isaacson Address
123 Commerce Valley Drive East
Suite 100
Thornhill, ON L3T 7W8
Telephone number: (647) 923-1691
 

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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.