What we do
We’ll start by listening to you and conducting a comprehensive review in order to determine which investment solutions are right for you. Once we determine your suitability to each investment tool, we will tailor your portfolio to optimize your financial health.
Retirement planning
Take advantage of tax-efficient retirement savings vehicles such as Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) to maximize your wealth.
Financial planning
Let us create your financial plan and help you stay on track to meet your savings goals.
Education planning
Saving for your child’s post-secondary education can be made simple with Registered Education Savings Plans (RESPs) and Government grants offered through the Canada Education Savings Grant (CESG).
Legacy planning
We want you to feel at ease knowing your legacy will be taken care of and passed on seamlessly to your loved ones. Our dedicated Estate planning team will help you select the appropriate tools such as Wills, Power of Attorney, Trusts and annuities suitable to preserve your wealth.
Insurance
Sometimes life doesn’t go exactly how we’d like it to, which is why we prefer to prepare for uncertainty. Mitigate risk using our selection of insurance options.
Tax planning
Ultimately all investment choices will have some tax implications, which is why we have a dedicated Wealth Strategist to help you create tax-saving strategies.
Private banking
If you’re looking for an enhanced banking experience, come meet our CIBC Private Banking experts who will provide a unique, personalized experience and flexible lending solutions for all your banking needs.
Trust services
CIBC Trust offers effective tools for tax and legacy planning as well as administration services so you can rest assured knowing your legacy is taken care of.
