Estate Planning Specialist

David Haddad RHU,Estate Planning Specialist

Today, more than ever, it's important to plan for your financial future. Most people are juggling multiple priorities - from saving for a child's education to securing a comfortable retirement to caring for aging parents or preparing for the transition of a family owned business. The decisions you make today, will impact your future

At CIBC Wood Gundy, we recognize that accumulating wealth is a great accomplishment that requires skill and determination along with a plan that is uniquely developed for your personal circumstances or that of your business. We understand that it is very important that you do not outlive your wealth, but provide for loved ones or those foundations that are worthy to you. Your goal requires a plan that will outline how your assets should be managed and preserved throughout your life and then distributed afterward to the people or causes you love.

By also drawing on the expertise of CIBC Wood Gundy Estate Planning Specialist, David Haddad, you will be provided with truly comprehensive advice and solutions that comes from a partnership approach to client service. The goal, as always, is to help you reach both your retirement and your estate planning objectives. We will work with you to create a customized plan for your estate, while ensuring it is distributed in the most cost-effective and tax-efficient manner possible.

Your wealth is more than money. It grants you the opportunity to provide for your family or contribute to causes cherished by you. It is the achievement of your financial goals, which can bring the freedom to choose how you will spend your life and make use of your resources. Wealth also comes with the responsibility of determining how you want your family or worthy causes to benefit from your prosperity.

So ask us how we can help ensure that your estate is protected and minimized from taxes, fees and legal costs while ensuring orderly transfer of wealth to your beneficiaries.

Whatever your goals or circumstances, we have the expertise to help:

Wealth Preservation

Retirement Income

Estate Equalization and Transfer

Charitable Giving

Critical Illness, Long Term Care and Disability Insurance

Business Succession Planning