Life & Wealth Protection

Protecting hard–earned wealth and ensuring that the interests of your family are protected for the future are prime investment considerations. A comprehensive estate plan that complements your financial plan and includes the use of insurance solutions is an essential foundation for any wealth protection strategy.

A CIBC Wood Gundy Investment Advisor, in conjunction with an Estate Planning Specialist will work with you and your legal and tax advisors to design a personalized financial and estate plan that takes into consideration your life goals and the needs of your heirs.

A wealth advisor and a client chatting in a boardroom.

Featured Article

"In planning your retirement, income can come from many sources. If one of your financial goals is to create a guaranteed income, then you should consider a payout annuity."

To learn more, read Payout Annuities

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