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

The Jackson Group

  • Home
  • Who We Are
    • Our Story
    • Our Team
    • Our Extended Team
    • Our Process
    • Service Map
    • Testimonials
  • Early Retirement
    • Integrated Planning
    • Pensions and Benefits
    • Retirement Packages
    • Partial Retirement
    • Tax Strategy
  • Wealth Management
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Risk Management
    • Estate Planning
  • Education
    • Special Reports
    • Discovery Course
    • Market Updates
  • Contact us
  • Blog

Estate Planning

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7643
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Estate Planning

Wealth Management > Estate Planning

Planning With a Family Focus

Our estate planning specialists collaborate with you to foster continuity between generations and help preserve your legacy. In addition to developing suitable financial structures, we support you in setting goals, facilitating communication, and educating younger family members.

Our estate planning services include:

☑ Educating your children, grandchildren and beneficiaries about finance and investments

☑ Defining your family wealth and estate goals

☑ Developing taxation and preservation strategies for multigenerational wealth transfers

☑ Working with specialized estate planners on-hand

☑ Implementing family trusts and other structures to manage family wealth, tax efficiently

☑ Reducing administrative expenses and legal fees upon death

☑ Preserving and leaving a lasting legacy for your heirs, favourite charities and causes

☑ Managing asset disbursements to beneficiaries

☑ Implementing insurance solutions to conserve family wealth and minimize taxes

 
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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.