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Our Philosophy

 

Clients often associate Estate Planning with complex, overwhelming proposals that cause more confusion than when they initiated the process. As your Estate Planning team, our primary goal is to ensure our clients are comfortable and confident in the decisions they make regarding their Estate Plan. 

 

When creating an Estate Plan, your goals come first. Creating peace of mind for our clients is of the utmost importance. In partnership with your advisor and other CIBC partners, we create a simple and customized plan specifically for you and your family's needs. 

Helping you Achieve your Goals

We closely work with high-net-worth individuals to achieve peace of mind to not only live the life they desire, but also have a plan in place that helps ensure the preservation of their hard earned Estate Capital.

 

Clients we work with include:

•Business Owners

•Executives and professionals

•Individuals and families

 

Areas of Expertise:

• Strategies to Preserve Capital

• Business Succession Planning

• Reallocation of Corporate Surplus

• Protection against Loss of Income

• Legacies through Charitable Giving

• Replacement of RRSP/RRIF Taxation