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

Squires Wealth Advisory Group

  • Home
  • About Us
    • Our Team
    • Our Partners
  • Who We Serve
    • Golden Age Clients
    • Pre-Retirees and Retirees
    • Individuals and Families
    • Business Owners
    • Professionals
  • How We Help
    • Our Process
    • Investment Management
    • Accumulation of Assets
    • Decumulation of Assets
    • Integrated Approach
  • Contact

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Address 24 Harbourside Dr 8 Wolfville NS, B4P 2C1
Telephone Number (902) 542-6190
Email Email us
Email Email
Telephone Number Tel
Michael Squires

Michael Squires, CIM®

Senior Wealth Advisor
(902) 542-6190
(902) 499-5310
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michael.squires@cibc.com
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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

Mike is one of the founding partners of Larson Squires Advisory Group. He takes pride in being a go-to partner for all things retirement planning and estate planning for his clients. 

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!

     

    Every element is designed to support your goals

    An Integrated Approach for your wealth

    Every element is designed to support your goals

    Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

    • Investment management
    • Private banking 
    • Wealth planning
    • Estate and trust
    Learn more
     

    Contact us

    Address

    Squires Wealth Advisory Group Address
    24 Harbourside Dr 8
    Wolfville, NS B4P 2C1
    Telephone number: (902) 542-6190
    Toll-free: 1 (888) 542-6410
    Fax: (902) 542-6411
     

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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.