Tax and Estate Planning

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Tax and Estate Planning

1. Personalized Tax Investment Strategies

Receive tailored guidance to help you take advantage of available deductions and credits, minimizing your overall tax burden.

2. Tax-Efficient Investments & Registered Account Optimization

Structure your investments and use registered accounts (RRSP, TFSA, RESP) to effectively grow your savings tax-free or tax-deferred.

3. Capital Gains Management

Proactively manage your investment gains and losses.

4. Comprehensive Estate Planning

Ensure your assets are distributed according to your wishes, and your affairs are managed through proper wills, powers of attorney, and trust solutions.

5. Executor Guidance, Wealth Transfer & Charitable Legacy

Access support for executors, plan for smooth and efficient wealth transfer, and incorporate charitable giving into your legacy.

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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.