Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • About Us
    • Success That Feels Like Success
    • DRIP Process
    • Our Team
    • Blog
  • Business Owners
    • Trust And Structure
    • Benefits And Corporate Insurance
    • Succession
    • Tax Efficiency
  • Retirement And Family Wealth
    • Retirement And Income Planning
    • Family Wealth Planning
    • Protection And Preservation
    • Tax And Estate
    • Philanthropy
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Solomon Wealth Management Group

  • Home
  • About Us
    • Success That Feels Like Success
    • DRIP Process
    • Our Team
    • Blog
  • Business Owners
    • Trust And Structure
    • Benefits And Corporate Insurance
    • Succession
    • Tax Efficiency
  • Retirement And Family Wealth
    • Retirement And Income Planning
    • Family Wealth Planning
    • Protection And Preservation
    • Tax And Estate
    • Philanthropy
  • Contact us

Family Wealth Planning

Family Wealth Planning

Define a Clear Path for Your Family’s Wealth

Our retirement services include:

Consultation with key family members

Aligning retirement goals with long-term family wealth objectives

Developing wealth transfer and estate tax strategies

Access to cross-border professionals

When multiple voices and goals are involved, planning family wealth can be complex. We bring clarity by coordinating industry professionals, strategies, and generations to preserve and grow your family’s legacy.

READ MORE

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.