Financial Planning Solutions
Securing Your Future
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 begun to build the path towards it.
We are living longer, healthier and more productive lives. As a result, you can now expect to spend one-third of your lifetime in retirement. Ensuring that you are prepared and have established a roadmap for your future financial success is critical in securing your financial well-being.
The financial planning process reviews your personal circumstances, develops appropriate strategies and responds to changes in your life, as well as changes in the world around you. Regardless of your stage in life, it is important to take control of tomorrow, by creating a financial plan today.
Helping You Plan For Tomorrow
Many people begin developing a financial plan by asking questions about what their future has in store, such as:
- How do I maximize my retirement income?
- Can I give my children a portion of their inheritance today, and still maintain my lifestyle?
- How do I create a structure and preserve the value of my business upon sale?
- What is the best way for me to make charitable donations?
- When will I be able to retire, and maintain my standard of living?
CIBC Wood Gundy's financial planning capabilities range from straightforward retirement planning to sophisticated solutions using trusts and holding companies.
Preparing Your Strategy
A CIBC Wood Gundy Investment Advisor and Estate Planning Specialist (Financial Security Advisor in Quebec) can take you every step of the way towards creating a financial plan that gets your where you want to be. Our sophisticated financial planning tools can analyze your current situation and help create a strategy to meet your goals.
Financial planning goes beyond investing. By leveraging the expertise of the CIBC group of companies - in areas such as taxation, business succession and estate planning - we can address your most complex financial needs. Together with a CIBC Wood Gundy Investment Advisor, you can create a tailored financial plan that encompasses all your financial, tax and estate planning needs.
Implementation And Ongoing Monitoring
We work with you to make your plan a reality - initiating the steps that will lead to achieving your goals.
With ongoing monitoring, your financial plan will continue to fit your lifestyle, and ensure that any life changes are considered while keeping you on the right track.
Whether you are looking for a road map to fund your dream retirement, or the most tax-efficient way to preserve your wealth for generations to come, CIBC Wood Gundy has the tools, the expertise and the professionals to show you how to get there.
Where Do I Start?
At CIBC Wood Gundy, the financial planning process starts with our Client Profile questionnaire and is a great first step. Your CIBC Wood Gundy Investment Advisor can help you get organized and assist you in preparing a comprehensive review of your personal situation. Use our Find An Advisor tool to locate a CIBC Wood Gundy Investment Advisor near you.
The information contained herein is considered accurate at the time of posting. CIBC and CIBC World Markets Inc. reserve the right to change any of it without prior notice. It is for general information purposes only.
Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.
Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.