Squires Wealth Advisory Group
The Squires Wealth Advisory Group of CIBC Wood Gundy is proud to serve clients nationwide. Our team of 3 has a combined 70+ years of industry experience and believes strongly in simple processes: hard work, consistent communication, a relentless emphasis on quality, and ongoing stewardship. We love what we do and take pride in helping clients achieve their unique vision for life and legacy.
Michael Squires, Senior Wealth Advisor
With over 13 years of experience, Mike takes pride in being a go-to partner for all things retirement planning and estate planning. Whether you are focused on retirement cash flow, maximizing tax efficiency, or passing on assets to the next generation, our team has a solution. Each client has unique needs that requires a unique approach, our planning first style allows us to discover what truly matters most and customize a plan that fits your life.
"Dedicated to providing continuity and stability over the long-term, while creating personalized solutions that align with each clients unique situation"
Our services
Our service is designed with your needs in mind. Whether you are focused on protecting your estate, accumulating assets, or tax efficiently reducing your assets in retirement, we work with you to create a comprehensive plan.
We give our clients the value of consistent communication and support, far beyond just wealth management strategies.
Some of our offering includes:
- Estate Protect Strategies
- Low-Risk Retirement Cashflow Strategies
- Asset Accumulation Strategies
- Business Planning and Structuring
- Investment Management Beyond Stocks and Bonds
- Tax Efficiency and Optimization Strategies
- Asset Decumulation Strategies
- Income Replacement and Retirement Cashflow Planning
- Insurance Strategies
- Strategic Philanthropy
- Private Banking
- Multi-Generational Wealth Transfer
- Flat Fee and Transactional Fee Model Available
Interested in learning more? Contact us today!
