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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

Financial Planning

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

Wealth Management > Financial Planning

Life Rarely Happens According to Plan, but Wealth Can Be Different

The better you plan your wealth, the more likely you are to get to your goals - and to adapt to those unexpected life changes along the way.

That's why every recommendation we make starts with a financial plan. By beginning with detailed analyses, projections and financial plans, we can review your options for the short and long term, with complete clarity. This becomes the basis for the strategies that we will implement and adapt as your life evolves over the years.

Through your financial plan, we can determine:

☑ Strategies for long-term financial security

☑ Options for specific financial goals or future expenses like education or health care costs

☑ Your needs for lifestyle development and maintenance

☑ Possibilities for tax saving, growth strategy, preservation and family wealth

 

 
Next: Retirement Planning
 
 
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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.