Nicholas Perdec - Wealth Management Services

While I act as the quarterback for your core wealth strategy, my direct integration with the broader CIBC firm allows me to seamlessly activate a full suite of enterprise-grade services.

By coordinating with all the specialized partners under the CIBC group, this helps ensure that every dimension of your personal, professional, and corporate life is optimized through the following extended services:

Wealth Advisory Services
Financial Planning
Insurance Planning
Estate Planning
Private Banking
Small Business Banking
Commercial Banking
Family Business Planning
Mid-Market Investment Banking
Retail Banking
Cross-Border Banking

A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. Together with our CIBC partners we have the expertise and tools to create your dynamic plan that changes as your priorities do.

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

A group of people in business attire discussing with an investment advisor

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.

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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