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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

Tax Strategy

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

Early Retirement > Tax Strategy

What Options Do I Have to Reduce Tax?

Early retirement changes everything - including your tax profile. There are new challenges and new opportunities when you decide to retire early, and it takes a specialist to make sense of it all.

With a full review of your wealth, we help identify every option to tax-shelter more of your wealth for both the short term and the long term. Essentially, we want to ensure your cash flow is efficiently managed, but we also want to help you preserve your wealth through all the changes and events in retirement.

Our approach to tax management involves:

☑ Income splitting and tax-smart investing

☑ Working with your current accountant to save time and ensure strategies are cohesive

☑ Reviewing tax returns to identify opportunities to save

☑ Specialized estate planning advice for your eventual transfer of wealth

 

 
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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.