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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

Business Owners

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

OUR WEALTH MANAGEMENT PROCESS WILL BRING CLARITY TO YOUR BUSINESS PLANS AND ASSET ACCUMULATION STRATEGIES

 

We know that your success has not come easily.  The time and effort that you have invested to grow your business has been significant and many smart decisions were critical to your success. Some of the most important decisions you will face going forward involve a range of issues to address various investment, tax, estate and insurance needs. 

 

We can help answer the following questions:

 

How should my business be structured?

How should I be paying myself?

What should I do with surplus capital?

Are there tax-efficient ways to withdraw from my business?

Should I protect my business from creditors?

How can I replace my income stream when I retire?

How can I minimize taxation on the sale of my business?

How can I preserve capital for my heirs or my favourite charity?

How can I ensure my legacy?

 

Through our team of experts, and in consultation with your professional advisors, our wealth management process will bring clarity to your business plans and save you time and effort.

 

Would a planning session with an accountant and our team add value? Email us today! 

 
 
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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.