Relationship Oriented

The key to successful wealth management is planning. Regardless of your stage in life, it is important that you take steps today to ensure your personal financial independence in the future.

Successful investing begins with developing a personal relationship between you and our team. We take the time to understand your unique needs so that we can develop a holistic approach to help you achieve your financial goals.

At Any Stage

 

 

Young professionals and families

During the time when individuals and families are in the

‘growth’ stage of financial planning, We help build and

protect their wealth, while preserving capital for the long term.

 

Entrepreneurs and business owners

We provide advisory services to private companies.

Selling, as part of an owners’ succession plans, or

selling a portion of the business to generate cash

and diversify personal wealth, is the expertise

we provide to business clients.

 

Multi-generational families

We provide focus and efficiency to a family’s

wealth planning and asset management needs,

while engaging the expertise of CIBC’s tax, insurance

and estate.

 

Retirees

Generating and securing income is key

for these clients. We review income

sources and provide a sound retirement

plan, while helping to protect a client’s

financial security and legacy.