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Bay Street Branch
Brookfield Place
600-181 Bay Street
Toronto, Ontario
M5J 2T3
Map Link
Tel: (416) 369-8100
Toll Free: +1 (800) 387-1865
Fax: (416) 369-8987

The Sutherland Group

Tel: (416) 369-8131
Toll Free: +1 (800) 387-1865
Fax: (416) 369-8987
Mobile: (416) 882-5305
James.sutherland@cibc.ca

James Sutherland

Titles & Designations

  • Vice-President
  • Chartered Investment Manager

Languages Spoken

  • English

Specialties

  • Discretionary Portfolio Management
  • Common Stocks
  • Corporate Bonds
  • Exchange Traded Funds (ETF)
  • International Investments
  • Preferred Shares
  • Real Estate Investment Trusts
  • Registered Retirement Income Funds (RRIFs)
  • Registered Retirement Savings Plans (RRSPs)
  • Retirement & Estate Planning Services

Licensed In

  • Ontario
  • British Columbia
  • New Brunswick
  • Prince Edward Island
  • Quebec

 

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Services


Financial Planning

A financial plan can provide you and your family with the peace of mind that comes from knowing that you have not only given thought to your future, but have taken steps towards it. We have the tools and resources to guide you through the financial planning process.

Retirement Solutions

Whether saving for retirement or a child's post-secondary education, registered accounts are a tax-effective addition to any investment portfolio. We offer the following registered account options for our clients:

• Registered Retirement Savings Plan (RRSP)

• Registered Education Savings Plan (RESP)

• Registered Retirement Income Fund (RRIF)

• Tax-Free Savings Account (TFSA)

• Locked-In Retirement Account (LIRA)

Estate Planning

Planning for a smooth transition of your assets to family members requires a thoughtful estate plan based on your personal values and goals. Our professionals can help you navigate a wide range of issues and we can also offer guidance and advice on tax strategies and how to reduce the impact of market risks and potential family disputes —both now and when your estate is settled.

Business Succession Planning

If you own a business, you may be hoping that a family member will take over when you retire or you may be looking to find an independent buyer who understands your business and can continue to serve your customers. With the help of our team of experts, we can help you formulate a strategy for an effective transition.

Charitable Giving

Charitable giving can help you support an organization you believe in, while reducing your own tax liabilities and improving your overall estate plan. Whether you are looking to make a gift of cash or property — now or in the future — we can help you achieve your goals in the context of your overall estate plan.

Contingency and Succession Planning

In preparation for unforeseen circumstances and for potential personnel retirements, The Sutherland Group is associated with the Gerstel Wealth Management Group. This association is being established, should the need arise, to ensure a seamless transition of client portfolio management with minimal disruption. For more information on Ryan Gerstel's group, please visit: www.gerstelwealthmanagement.com

Estate Planning and Wealth Preservation

Many people may wonder exactly what the term "estate planning" encompasses. Estate planning is the process used to organize your affairs so that your goals are achieved both during your lifetime and after your death.

Historically, estate planning has been thought of only in terms of a plan for the distribution of your assets at the time of your death. However, an estate plan can also be used to address many of the issues that arise during your lifetime.

It's important for everyone to have an estate plan. The depth and complexity of your plan will depend on your particular circumstances and goals. A well thought out financial and estate plan can help you build wealth and protect your assets from excessive taxation and frivolous claims that could erode the cherished gifts you wish to leave behind.

I can work with you and a team of CIBC professionals, including a CIBC Wood Gundy Estate Planning Specialist (Financial Security Advisor in Quebec) to create an effective financial and estate plan that considers all facets of your financial circumstances. With the many tools and resources available through CIBC Wood Gundy, we can help you manage your objectives.

Financial & Estate Planning

Can you take the vacation you want every year? Will you be able to retire and maintain your existing lifestyle? Would the people you care about be looked after financially if anything should happen to you?
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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.