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

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  • Home
  • About Us
    • Community
    • Blog
    • Contact Us
  • Services
    • Medical Professionals
    • Athletes
    • Empowering women
  • Responsible investing
  • Integrated Approach
  • Market reviews
 

Medical Professionals

Medical Professionals

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Taking a Diagnostic Algorithm approach to managing your wealth

 

Health care professionals work relentlessly at optimizing their patient's health and just don't have the time to put their finances in order.
Many physicians I know and have the chance to work with, often feel uncomfortable around the topic of wealth, investing, retirement and debt. If this is you, we can help you. 


Click here to request an appointment.

 

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

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U.S. vacation property planning for Canadians

If you own a vacation property in the United States, taxes could be substantial when you eventually gift, transfer or sell the property.

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Strategic philanthropy

There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.

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Middle aged couple reviewing documents with their advisor.

Holdcos for investment purposes

Many Canadians own investment portfolios through a holding company (a “Holdco”) for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?

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A monthly eNewsletter that provides insight on wealth strategies and lifestyle topics. Please complete the form below and hit submit to subscribe to One-to-One Insights Newsletter.
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You may withdraw your consent at any time by contacting us or using the unsubscribe option displayed at the bottom of the One-to-One Insights newsletter.

 

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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.