Senior Wealth Advisor
CurrentServices Retirement Education & Major Purchase Planning- Income and asset protection- Self-directed plans for financing strategiesPortfolio Advice & Execution- Rate return requirement- Risk tolerance & asset allocation- Rebalancing- Information & educationTax Planning- Tax minimization strategies- Estate maximization strategiesCredit & Lending- Debt reduction- borrowing to investSmall Business & Commercial Services- lending packages- banking- family office services- legacy planningA premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals. Personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer wealth, meeting all aspects of each financial situation throughout a lifetime.We are a dedicated team of financial professionals who provide comprehensive financial planning. We do this within the framework of a “complete family office.” We have the expertise and experience to accommodate all issues that are of importance to the families that employ us.The heart of our practice is a desire to assist and advise people on how to achieve what is important to them. We believe that nothing is more important than the continued success of the families who in trust us with their well-being.We hold this position of trust in the highest regard and endeavor to make things clear, simple and situation appropriate in each instance we are called upon to provide service.
