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

Pharus Wealth Advisory Group

  • Home
  • About Us
    • Our Story
    • Our Difference
    • Meet the Team
  • Wealth Management Services
    • Integrated Wealth Management
    • Investment Management
    • Financial Planning
    • Specialized Services
  • Our Clients
    • Near-or-In Retirement
    • Medical Professionals
    • Dental Professionals
    • Incorporated Professionals
    • Business Owners
  • Pharus Library
    • Pharus Resources
    • Market Insights
  • Contact us

Specialized Services

Address 1623 Avenue Road Toronto ON, M5M 3X8
Telephone Number (416) 861-2460
Email Email us
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Telephone Number Tel

Specialized Services

Unlock Your Financial Potential with Our Specialized Wealth Management Services

 

At Pharus Wealth Advisory Group, we specialize in crafting personalized financial strategies that cater to your unique needs. Our services encompass Incorporation Planning to set a solid foundation for your business ventures, Life and Living Benefits Solutions that secure your family’s well-being, Philanthropic and Charitable Giving guidance to make a lasting impact, and comprehensive Family Wealth Management Services to preserve and grow your legacy. Partner with us to navigate your financial journey with confidence and clarity.

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Incorporation Planning

Incorporation planning is the thoughtful orchestration of your business’s legal structure, a decision that carries significant weight in shaping your venture’s financial and legal identity. It’s a pivotal process for business owners and professionals, as it establishes the foundational legal and fiscal parameters of the enterprise.

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Philanthropic and Charitable Giving

Together, we can explore various strategies to ensure your charitable contributions make a lasting difference. Whether you’re looking to support your community today or leave a legacy for the future, we’re committed to helping you achieve your vision.

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Life and Living Benefits Solutions

Safeguarding your present and future with tailored solutions is at the heart of our Life and Living Benefits services. At Pharus Wealth Advisory Group, we understand that protecting what you value most is paramount. Our dedicated team collaborates with CIBC Private Wealth’s insurance and estate planning experts to offer a comprehensive suite of risk management strategies. 

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Family Wealth Management Services

We understand that managing significant wealth is more than just investment decisions and balance sheets. It's about nurturing a legacy that can flourish through the ages. Here are the intricate challenges that high net worth families face, and how our bespoke wealth management solutions address them.

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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.