John Robinson & Team Estate Planning
An Estate plan can help you in building a legacy and assist you in determining those sensitive,
far-reaching decisions about the distribution of your wealth upon your death. 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. 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.
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 in the areas of:
- Wealth Preservation
- Education Funding
- Retirement Income
- Estate Equalization and Transfer
- Charitable Giving
- Critical Illness and Disability Insurance
- Business Succession Planning
