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

Leanne Mamchur, CFA, CFP, FMA

  • Home
  • About us
    • Your Team
    • Community
    • CIBC Private Wealth
  • Investment Approach
  • Firm Research
  • Wealth Planning
  • Commonly Asked Questions
  • Contact

Wealth Strategies & Stewardship

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 476-0161
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Wealth Strategies and Stewardship

Wealth Strategies & Stewardship

 

Planning

You will have a consistent review of wealth projections to ensure continued success while fully incorporating adjustments and changes. 

Generally institutions view planning as a one and done exercise, however in my experience life just does not work on a straight line.  Desires change, paths change and wealth changes and in addition some of the information that is estimated turns out to be higher or lower. 

Given this, in my practice, you will experience that our fingers are on the pulse in this area by continual wealth planning conversations and regular reviews. 

In addition, you will have access to our internal team of specialists when desired/needed.

 

Strategies

Your wealth strategists are skilled at navigating opportunities to structure, preserve and optimize your wealth.

  • Discovery, Analysis and Best Practices
  • Sophisticated Wealth Planning and Structuring
  • Corporate and Personal Tax Integration and Advisory
  • Estate Preservation
  • Estate Planning
  • Cross-border Strategies

 

Stewardship

Your advisory team can assist you with some of life's most significant decisions including succession, inheritance, strategic philanthropy and your lasting legacy.

  • Business Succession and Transition Planning
  • Multi-generational Family Wealth
  • Financial Fluency for Younger Generations
  • Strategic Philanthropy, Foundations and Legacy Advisory

 

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.