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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Commerce Valley Financial Group

  • Home
  • About us
    • Our network
    • Our team
    • Our process
    • Testimonials
  • Business owners
    • Trusts & structures
    • Benefits & corporate insurance
    • International assets
    • Succession
    • Tax efficiency
  • Retirement & family wealth
    • Retirement & income planning
    • Family wealth planning
    • Protection & preservation
    • Charitable giving
    • Tax & estate
  • Interest
    • Education center
  • Contact us

Tax efficiency

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2333
Email Email us
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Telephone Number Tel

Opportunity is everywhere.

Tax is more than just one segment of your finances. In one way or another, it’s tied into nearly every aspect of your wealth, from the sale of your business to your investment strategies and your retirement cash flow.

The key to managing something this complex is strong coordination. With family office services and an extended team of specialists, we are able to look at the entirety of your wealth and business to identify ways to reduce tax. We even sit down with your accountant at least once per year for a complete review, to ensure our strategies are relevant and up-to-date.

We help owners improve tax-efficiency through:

  • Combining tax strategy among your investment, cash flow, protection and other plans
  • Regular communication and in-person reviews with your accountant(s)
  • Recourse to business tax specialists
  • Managing revenue from the sale of your business for efficient retirement income

 

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Creating retirement income

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Corporate estate preservation

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The mature business

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Top 10 Reasons to Work with Us

  • Face-to-face meetings to strategize with your accountants and advisors.
  • Ability to manage international assets and foreign currency.
  • Specialized expertise on tax-efficiency and extracting capital from your business.
  • Personalized approach to investing, with a detailed process of analysis and selection.
  • Resources to manage assets and issues across the Canada-US border.
  • Assimilation into your existing team of specialists.
  • Ability to manage employee benefit programs and corporate insurance products.
  • Focus on the future and solving issues proactively.
  • Education of key members of your family or business, improving financial clarity.
  • Suite of additional specialists including insurance, business succession and estate.

 

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.