If it's important to you, it's important to us.
At the core of what I do, I am committed to helping my clients simplify, organize and coordinate all aspects of their Wealth Management. In other words, I help my clients connect the dots in their complex world of wealth and investments to help achieve the financial piece of mind they are looking for.
In addition, I view Wealth Management as an ongoing process of preparing for and reacting to a variety of life events which are directly affected by or directly affect your financial world. This can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or planning for your legacy. My approach helps clients understand how to achieve their financial and lifestyle goals and has us working in collaboration with a variety of partners across CIBC.
CIBC Wood Gundy – A Pillar of Excellence
A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.
As a CIBC Wood Gundy Investment Advisor, I can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Capitalizing on the strengths of CIBC, I have access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.
Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. CIBC Wood Gundy's personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, I can help meet all aspects of your financial situation throughout your lifetime.
Estate Planning and Wealth Preservation
Many people may wonder exactly what the term "estate planning" encompasses. Estate planning is the process used to organize your affairs so that your goals are achieved both during your lifetime and after your death.
Historically, estate planning has been thought of only in terms of a plan for the distribution of your assets at the time of your death. However, an estate plan can also be used to address many of the issues that arise during your lifetime.
It's important for everyone to have an estate plan. The depth and complexity of your plan will depend on your particular circumstances and goals. A well thought out financial and estate plan can help you build wealth and protect your assets from excessive taxation and frivolous claims that could erode the cherished gifts you wish to leave behind.
I can work with you and a team of CIBC professionals, including a CIBC Wood Gundy Estate Planning Specialist (Financial Security Advisor in Quebec) to create an effective financial and estate plan that considers all facets of your financial circumstances. With the many tools and resources available through CIBC Wood Gundy, we can help you manage your objectives.