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CIBC Wood Gundy
Why Planning Is Important
Financial Planning Process
London
255 Queens Avenue
Suite 2200
London, Ontario
N6A 5R8
Map Link
Tel: (519) 663-5353
Toll Free: +1 (800) 265-5982
Fax: (519) 663-5037
Michael Burns

Michael Burns

Financial Planning Specialist

BA, CFP, CIM

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michael.burns@cibc.ca

Michael Burns

Titles & Designations

  • Financial Planning Specialist
  • Bachelor of Arts
  • Certified Financial Planner
  • Canadian Investment Manager

Languages Spoken

  • English

Specialties

Licensed In

  • Ontario

 

There are more benefits to having a financial plan than you may realize. A financial plan can help you:

    • Balance today's needs with your future goals;

    • Adapt to changes in your circumstances and needs;

    • Prepare for unexpected emergencies;

    • Experience peace of mind; and

    • Much, much more!

There is evidence that Canadians who engage in financial planning are far better off than Canadians who don't. According to studies, 71 percent of people engaged in comprehensive financial planning feel closer to achieving their life goals*.

Once you decide what is most important to you, a financial plan will set your objectives into motion. With a financial plan, not only you are confident about your current financial situation, you have the peace of mind knowing that you have given thought to your future and begun to build the path towards it.


The Difference I Can Make

As a CIBC Wood Gundy Financial Planning Specialist, I have the knowledge and expertise to help you establish a plan that considers every aspect of your financial circumstances.

I have obtained the Certified Financial Planner (CFP) designation, recognized as the leading accreditation in financial planning. The CFP is limited to professionals, like me, who have achieved certain education and work experience standards and uphold an ethical commitment to put clients' interests first.

I can show you how much you need to save for a specific goal, how much income you can expect to have at retirement, and even use real figures to determine if you'll benefit more from contributing to your retirement savings or paying down your mortgage.

Together, we will create a plan that is right for you and your family.

To learn more about how we can work together, speak with your Investment Advisor.

* Source: Financial Planning Standards Council Value of Financial Planning

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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.