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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

Golden Age Clients

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

Golden Age Clients

WE HELP YOU ACHIEVE YOUR UNIQUE VISION FOR YOUR ESTATE WHILE MAINTAINING YOUR LIFESTYLE TODAY

 

Our holistic approach to wealth management considers everything! We work with you to create a tax-efficient cash flow plan, to estate and legacy plan for the future!

 

We work with clients to complete personalized and thoughtful planning - we try and eliminate a lot of the major stresses in your golden years like running out of money, not having an estate plan for your beneficiaries, and other money/investment-related concerns.

 

We can assist you with issues such as:

 

  • Tax Efficient Cash-flow breakdown
  • Wealth preservation and transfer
  • CPP and OAS planning
  • Income splitting and tax minimization
  • Low-risk portfolio alternatives
  • Understanding and protecting your income for life
  • Defining your unique charitable vision and understanding the tax benefit
  • Tax planning for your estate
  • Create a plan for your  beneficiaries
  • Integrating your legacy into your overall estate plan

 

Our success comes from listening to your needs and collaborating with our team of experts to implement effective family wealth management solutions.

 

Interested in going through the retirement planning process? Contact 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.