Planning Services

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Financial success can only be achieved when an effective plan is in place. Your financial plan helps determine your goals and a road map to achieve them. Planning services include:

Retirement planning
Strategic philanthropy
Cash Flow planning
Cross-border strategies
Estate and legacy planning
Risk management
Business succession planning
Fiscal fluency for younger generations
Corporate and personal tax advisory
Multi-generational wealth preservation

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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.