Estate Planning Specialistmore
Toll Free: +1 (800) 263-0914
Fax: (905) 526-4716
Mobile: (289) 684-0760
Our Promise to You
CIBC Wood Gundy Estate Planning Specialists are committed to providing expert advice by collaborating with you and your partners to develop a successful Estate plan. Our ultimate goal is to create a plan that creates security and allows you to achieve peace of mind.
As a CIBC Wood Gundy Estate Planning Specialist, I work closely with you and your Investment Advisor to create a tax-efficient wealth strategy that meets your evolving estate needs and financial goals.
I have been in the Financial Planning industry since 1975 and offer expertise in the areas of Estate creation and continuation, Wealth preservation and Tax minimization.
I will work closely with you to create a holistic estate plan to build, preserve and transition your wealth according to your priorities.
I am committed to providing detailed estate planning solutions that are carefully tailored to your unique needs and priorities.