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

Richard Skeels

  • Meet The Team
  • Who We Work With
    • Pre-retirees
    • Aviation Professionals
    • Holistic Health Professionals
  • How We Do It
  • FAQs
  • Get Retirement Clarity
  • Market insights

Holistic Health Professionals

Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 594-8674
Email Email us
Email Email
Telephone Number Tel

Holistic Health Professionals

richard.skeels@cibc.com | LinkedIn | (416) 594-8674

I help Holistic Health Professionals maximize the use of their corporation to secure their retirement! 

 

Which Holistic Health Professionals do I work with?

- Clinic Owners

- Associates 

- Chiropractors 

- Naturopaths 

- Physiotherapists

- Massage Therapists

- Osteopaths

 

Why do I work with Holistic Health Professionals?

 

Check out the Meet the Team tab, I go into more detail there.

 

What unique needs can I help you solve?

 

- How can I use my professional corporation to minimize taxes and accelerate my retirement strategy?

- How do I optimize my life insurance policies by using the corporation?

- What is an Individual Pension Plan and how can I take advantage of it?

- Should I be paying myself a salary of dividend?

- I am very focused on my career, I don't have time to stress about my finances.

- I don't have a pension plan, can I afford to retire?

- I want to sell my practice, how can I do this to maximize what I get?

- I want to sell my practice, how does this tie into my retirement plan? 

 

Are you working with a Financial Advisor that understand your unique needs?

 

I am ready for a retirement clarity call

Not sure I am ready to chat, but how can you help me achieve my financial goals?

 
 
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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.