Damian Cenkowski
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Welcome As an Investment Advisor with CIBC Wood Gundy, servicing Vancouver and the Lower Mainland, I primarily work with a select and small group of successful business owners and professionals, whose main financial desires are protection from taxes, maintaining their lifestyle in retirement and having simplified financial affairs. I've developed and refined a process that puts all the pieces together for my clients, which I call the "business ownership to retirement" process. Through this comprehensive process, I identify strategies that can be taken advantage of to accumulate wealth, maximize retirement income and preserve a lasting legacy. I integrate all aspects of your financial affairs by engaging directly with your accountant, lawyer, and banker, and selecting from our own extensive professional network to ensure no detail is missed – no opportunity overlooked. |
Some of the typical clients that I work with:
RobertOwner of manufacturing Company:Shareholders Agreement and buy-sell funding options  I want protect my business from any unforseen circumstances such as death or disability. What are my options? | Dr. HuProfessional practice:Reviewing strategies of withdrawing funds from corporate investments  How can I withdraw money out of my corporate investment portfolio in a tax efficient way? | JenniferBusiness Owner:Selling Business and retirement  Will I have adequate income in retirement after I sell my business? |
MichaelOwner of Distribution company:Selling Business and taxes  Is there any way I can reduce the capital gains tax when I sell my business? | Dr.SmithProfessional Practice:Reviewing the best retirement savings strategies for business  Is there a better retirement strategy than investing in RRSPs? | OwenOwner of flooring company:Charitable gifting options  I want to make a substantial charitable gift from my business to support our favourite charities. What options should I consider? |
