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

Watkins Group

  • Home
  • Who We Are
  • What We Do
    • Financial Planning
    • Investment Advice
    • Registered Savings Solutions
    • Estate Planning
    • Business Transition Planning
    • Charitable Giving
  • How We Do It
  • What's Happening
    • "It's Only Money"
    • Upcoming Events
    • Blog
  • Where To Find Us

Estate Planning

Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 298-4845
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Estate Planning

Estate Planning Overview

Estate planning helps ensure that your assets are distributed accordingly upon your death.  An often overlooked pillar of wealth management, our services include making sure your accounts have designated beneficiaries, there's an open dialogue with your future estate representatives, and your Will matches your objectives.   

Contact us today to make sure your legacy is protected.

Asset Protection

Strategies for asset protection, including: 

  • Investment Management of Trust accounts
  • Naming Beneficiaries on Registered Accounts and Insurance Solutions
  • Reviewing Wills and Power iof Attorney Documents
  • Avoiding probate and Minimizing Estate Taxes.

Beneficiary Designations

Determine who will receive your assets after you pass away. Use your beneficiary designation to direct the distribution of your assets, including retirement accounts and insurance policies.

Incapacity Planning

Create a power of attorney and a living will to ensure that your medical and financial affairs are handled according to plan in the event that you are incapacitated.

Trusts

Trusts can be a very valuable tool for asset protection, tax planning, and providing for your loved ones. Get help navigating the different types of trusts and how you can use them to achieve your financial goals. Using trusts can help with:

  • avoiding probate fees
  • controlling and protecting funds from vulnerable individuals 
  • providing for future generations

Succession Planning

Ensure that your business or other assets are transferred to your next of kin. Succession planning that ensures there is a smooth transition of ownership, taxes are minimized, and the value of your estate has maximized value.

Tax Planning

Ensure that your legacy and estate are not diminished by taxes. Create tax planning strategies such as estate freezes and charitable giving to ensure that the estate is passed down without a large tax burden.

Testimonials

"I have learned that the people who best serve my financial needs turn out to be those who have a desire to understand the personal and human side of me and my family." N. & S. 

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.