Plans That Are Built to Last

The more time invested in wealth planning, the better off you’ll be in the long term. That’s why we dedicate significant time and resources to wealth planning steps that are relevant to you, your family or your business.

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Through our internal team and our network, we provide the following planning services:

• Retirement planning
• Estate and legacy planning
• Family trusts
• Business transition planning
• Charitable giving
• Insurance solutions
• Private and commercial banking

Coordinating with a Network
Our team coordinates with both your professional partners, including accountants and attorneys, as well as the specialists within the CIBC network, in order to connect you with relevant strategies within a seamless experience.

 

 

 

 

 

Simplifying Complexity
The breadth of our team and our process enables us to establish a bird’s-eye view of your financial needs and find ways to simplify it. We also provide value-added services like customized annual tax packages that help streamline the ongoing coordination of your wealth.

 

 

 

 

Navigating Transitions
Working with multiple generations of affluent families, we help to plan and facilitate estate transfers, build legacies and adapt to life transitions. We also work with business owners to plan the sale or succession of their business, while preserving their personal financial interests for the long term.