The Shim Financial Group - Our products and services

Comprehensive Solutions To Your Everyday Needs

Our complete array of financial products and services are designed to develop an enhanced relationship and provide comprehensive solutions to all of your needs. Investing is more than just a series of transactions. It's about getting professional advice from a qualified expert and knowing that someone you trust is looking out for your best interests.

It's about having a seasoned professional monitor your portfolio so you can focus on other things. Investing is about building the future you've dreamed of.

Whatever your wealth management goal may be, we have the solution that will guide you towards it.

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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Our Solutions