Succession

Where Will Your Business End Up?

Our services include:

Aligning projected retirement income with your lifestyle

Managing business revenue, investments, and tax strategies for a seamless transition

Preserving and protecting your wealth

Coordinating business valuation and sale

You’ve built your business on vision and determination—but many owners overlook planning for what comes next. With a long-term outlook, we help you align your succession and retirement goals, coordinating every element for a smooth transition and a secure future.

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.

Succession

Succession

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