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

MacEwan Wealth Management

  • Home
  • About Us
  • What We Do
    • Our Investment Process
    • Financial Planning
    • Estate Planning
    • CIBC Private Banking
  • Market Insights
  • Knowledge And Education
    • Investing 101
    • Tax Tips From Jamie Golombek
  • Contact us
  • Blog

Estate Planning

Address 1688-152nd Street Suite 408 Surrey BC, V4A 4N2
Telephone Number (604) 538-7283
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Estate Planning

Estate Inventory

The first step to estate planning is to create an inventory of important personal information. This booklet helps you to identify and understand the key components of your estate. It also prompts you with questions to ask your advisor about the development of your plan. For a fillable version, please contact us.

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Solutions Today To Protect What Is Important To You Tomorrow

 

An estate plan can help you build a legacy for your loved ones as well as address those hard to talk about issues to ensure everything is taken care of ahead of time.

 

Our team offers expertise in the areas of:

  • Estate creation and continuation
  • Business succession planning
  • Charitable giving
  • Wealth preservation
  • Tax planning
  • Critical illness and long-term care insurance
 

Estate Planning at CIBC Wood Gundy

Estate planning ensures that your assets and earnings can do you the most good while you are alive, and enables you to provide for your heirs after your death. The three fundamental objectives behind creating a plan are to ensure you have adequate funds to cover estate costs, to conserve your wealth and to guarantee fair distribution of your assets upon death.

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CIBC Trust - Professional Executor Service

Administering an estate can be stressful and time-consuming. A complex estate could take several years to settle. Consider appointing CIBC Trust to act as executor of your estate or as co-executor in partnership with a trusted family member or friend. By doing so, you have peace of mind knowing your beneficiaries benefit from our team’s experience and expertise. As corporate executor, CIBC Trust takes an unbiased position in managing your estate and uses an objective approach to fulfilling your wishes.

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CIBC Trust - Professional Trustee Services

The role of trustee is complex with often overwhelming responsibilities. Managing and administering a trust can be a lengthy and time-consuming process that could last for many years. CIBC Trust can help you manage this complex process while minimizing risks and providing the expertise required to ensure professional management of the trust and the fulfillment of the family’s wishes.

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CIBC Trust - Top Reasons

Are you thinking about who should be your estate executor? Naming an estate trustee or attorney for property is one of the most important, and challenging, parts of estate planning. Administering even a simple estate can take a number of years. Here are some things to think about.

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Gifting that makes a meaningful difference

Dedicating a portion of your wealth to charity is one of the noblest gestures you can make. What better way to make a difference to society than by contributing to a charitable cause? With proper planning, your generosity can go further and provide an impact beyond your expectations. Our CIBC Giving Back Program has made it easier to achieve your philanthropic objectives.

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CIBC Giving Back Program

Gifting that makes a meaningful difference. The CIBC Giving Back Program has made it easier and more efficient to donate to the causes that are important to you. Simply open a donor advised fund account with a contribution of $25,000 or more, and recommend the charities that you would like to receive grants from your Fund. We take care of the rest.

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CIBC Giving Back Program - BENEFACTION FOUNDATION

Interested in having your own personal foundation? Benefaction Foundation has partnered with CIBC to provide you with a charitable solution of the highest quality, the CIBC Giving Back Program. Benefaction Foundation is a national charitable Public Foundation and a leader in helping Canadians make strategic giving an integral part of their wealth management plan. It has an independent Board of Directors comprised of leaders in the financial, tax and legal sectors providing management oversight.

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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
Matthew MacEwan

Book A Review

Whether you are a looking for a second opinion or just wanting more information about your investments, we are here to help!

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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.