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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

Integrated Planning

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

Early Retirement > Integrated Planning

Retire Early With a Plan That Integrates Wealth and Lifestyle.

Retirement is arguably the biggest lifestyle and financial shift - retiring early only adds urgency and complexity to the situation.

That's why early retirement requires more than a standard investment plan. What's needed is a comprehensive approach that integrates lifestyle projections and goals with the various aspects of your finances.

With all the uncertainty and confusion surrounding early retirement, starting off with this level of detail helps to not only clarify your options, but also lay the foundation for a plan that can grow and adapt throughout your retirement.

Our integrated planning approach involves:

☑ Detailed lifestyle and cash flow projections for the long term

☑ Tax management, in coordination with your personal accountants

☑ Defined and managed investment strategy

☑ Philanthropy, legacy and planning your estate

☑ Insurance, risk management and other preservation strategies

 
Next: Pensions and Benefits
 
 
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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.