Estate planning is about more than just preparing a Will. An effective strategy 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.
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 strategy. 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 projection and tax minimization.
Years of helping clients create their estate plan has taught me that no two clients have the same objectives and that this is a personal process. 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.