The Sniderman Group
Toll Free: +1 (800) 387-1865
Fax: (416) 326-7415
Professional advice and customized solutions designed to protect and shelter income and capital.
Many people think that estate planning is only for the wealthy. However, almost all of us are concerned about our family's financial security and the amount of tax we pay on our hard-earned money, two important issues that are addressed through estate planning.
We take a holistic approach, taking into account all aspects of your finances: lifestyle needs, liquidity, taxes, legacies and business concerns, in addition to your investments.
Whether your focus is protecting your family, your business or your estate, our process helps you navigate through the important issues of estate planning, so you arrive at tax-efficient wealth distribution strategies that meet your needs.
We help you build financial security by answering your key questions:
- How can I minimize tax during my lifetime and upon death?
- How can I achieve the lifestyle I would like in retirement?
- How can I ensure my family is taken care of according to my wishes?
- How can I afford special health care in my later years?
- How can I leave a legacy for my family or my favourite charity?
- How can I plan the succession of my business?
By understanding your goals and concerns, your personal situation, and by modeling your retirement income and net estate, we are able to identify the best options and solutions to achieve your objectives.
Together with your CIBC Wood Gundy Investment Advisor, we help you implement your estate plan by: