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

Watkins Group

  • Home
  • Meet The Team
  • Our Services
    • Our Process
    • Financial Planning
    • Investment Advice
    • Registered Savings Solutions
    • Estate Planning
    • Business Transition Planning
    • Charitable Giving
  • CIBC World Markets
  • Contact Us
  • Mike's Market Insights
  • Upcoming Events

Estate Planning

Estate Planning

A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
 
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IIROC Canadian Investor Protection Fund

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.