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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

Pre-Retirees and Retirees

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

Pre-Retirees and Retirees

WE HELP YOU ACHIEVE YOUR AMBITION FOR RETIREMENT AND PLAN FOR ASSET DECUMULATION

 

Whether you are recently retired, or nearing retirement, our holistic approach to wealth management helps ensure you can maintain your lifestyle. 

 

Did you know that when you are retired you can have as many as 6 - 8 income streams, each with different tax considerations? How should you combine these to get the most favorable results over time? We help you solve the problem of decumulation and create a plan to maximize tax efficiency.

 

We can assist you with issues such as:

 

  • Transitioning into retirement
  • Determining when to take CPP and OAS
  • Income splitting and tax minimization
  • Access to leading investment managers from around the world
  • Managing emotions and reducing volatility in your investment portfolio
  • Protecting your family income
  • Funding education costs for your children and grandchildren
  • Wealth preservation and transfer
  • Defining your unique charitable vision
  • 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.

 

Need help creating a decumulation plan? 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.