Professionals

•  Tailored solutions and advice to suit your growing practice.

•  Offering you tax-efficient ways to protect your earnings.

•  Managing business and personal assets separately but in a cohesive plan to maximize and protect surplus cash.

•  Constructing a financial plan to best suit your long term goals.

Individuals & Families

•  Helping you build and protect your wealth now and for future generations.

•  Ensure a better understanding of your choices, to reduce taxes and provide for loved ones, passing on assets in an orderly fashion.

•  Proactive planning to help you make an exciting and easy transition into retirement.

•  Ensure your portfolio suits your needs for income, growth and risk tolerance.

Business Owners

•  Building a strategic wealth plan to fit your business and preserve its value for succession.

•  Assisting you with day-to-day and long-term planning.

•  Providing advisory services, together with CIBC partners, for your business.

•  Creating diversified, tax efficient income portfolio with your retained earnings or sale proceeds.