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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 & estate

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2333
Email Email us
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An Integrated Approach to Planning Your Estate

Taxation presents unique challenges at nearly every life stage and wealth decision you make. Planning your estate is no different.

In this case, however, tax can get in the way of carrying out your wishes for your family’s wealth. You need a thorough estate plan in order to ensure your wealth is transferred to the next generation, other beneficiaries, or charitable causes, without undue losses. For this reason we work to coordinate the legal, accounting and tax specialists needed to plan your estate, and we help you bring it all into order alongside your family wealth goals.

Our services include:

  • Custom estate plan through tax and estate specialist
  • Trusts and other preservation structures
  • Updating your wills and powers of attorney
  • Consultation with your accountant and lawyer
  • Minimizing estate taxes through intergenerational transfer

 

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Articles of Interest

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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.