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Commerce Valley Financial Group

Home
About us
Business owners
Retirement & family wealth
Interest
- Education center
Contact us

Trusts & structures

123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8

The Right Foundation for Your Business

Like every business owner, you have an original vision for your business, and choosing the right structural option is an important part of seeing it through.

That's why it's beneficial to take a comprehensive approach. We help you identify and implement those structures based on all the other facets of your financial picture, as well as the insights and recommendations of all related specialists.

Our services include:

Incorporating your business and investing within your corporation
Managing holding and operating companies, and their related financial strategies
Setting up trusts to help cut down risk and tax
Ensuring your business structures allow for the cash flow you need
Identifying tax-saving opportunities within your structural options

Articles of Interest

Commerce valley financial group team

Creating retirement income

Creating retirement income

Two men sitting wearing suits

Corporate estate preservation

Corporate estate preservation

Man sitting with child

The mature business

The mature business

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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IIROC AdvisorReport

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.