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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Imboden Financial Group

  • Home
  • About us
    • Our team
    • Our Partners
  • Our Products & Services
    • Our Products
    • Insurance
    • Our Services
  • Market insights
  • Community
  • Contact us
 

Our Services

Our Services

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Create a legacy for generations to come

The world is more complex than ever. As a result, you may find you are navigating numerous investment options, tax and legal considerations, technological developments and risk considerations. At CIBC Family Office, we help you and your family organize and understand the intricacies of wealth ownership and manage the complexity of multi-generational wealth.

As part of CIBC Family Office, we work in close collaboration with experts from across CIBC and your external advisors to develop a plan that is tailored to each individual family, responsive to the needs of each member and reflects the family’s current and future vision.

Learn more about our Family Office services

 

OUR MULTI-FACETED APPROACH

Stewardship
 
Investment Management
 
Family Enterprise Advisory
and Succession Planning
Personal Financial Management
 
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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

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Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

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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.