Estate Planning Specialist, Vice President
CFP, CLU, TEPmore
Toll Free: +1 (800) 232-7296
Fax: (780) 429-8999
Estate planning is about more than just preparing a Will. An estate plan can help you define your legacy, preserve your wealth, and provide you with tax-effective retirement income.
Most importantly, it can give you peace of mind knowing you have prepared for the financial security of your family.
Every individual should have an estate plan tailored to his or her personal circumstances.
However, developing a comprehensive and successful financial and estate plan is a complex process that requires a professional's expertise.
As a CIBC Wood Gundy Estate Planning Specialist I will work with your Investment Advisor to provide you with specialized support in developing a comprehensive estate plan. I offer expertise in financial and intergenerational wealth transfer solutions, including estate creation and preservation, business succession funding, estate-friendly investing, charitable giving, retirement income planning and tax minimization.
Years of helping clients create their estate plan has taught me that no two clients have the same objectives. Retirement and estate planning is a personal process and, as a CIBC Wood Gundy client, you will benefit from the expertise your Investment Advisor and I can provide in creating an effective estate plan that focuses on what matters to you.