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

The Wooding Group

  • Home
  • Who We Are
    • Our team
    • Additional Team Members
    • Our Methodology
  • Areas of Focus
    • Multigenerational Families
    • Business Owners
    • Incorporated Professionals
    • Women Navigating Transitions
    • Indigenous Trusts
    • U.S. Citizens Living in Canada
  • FAQ
  • Contact us

Business Owners

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 498-5047
Email Email us
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Telephone Number Tel

Business Owners

Most business owners experience one major liquidity event.

If it’s managed properly, this event can support your post-business life while creating new possibilities for growth and enterprise.

We work with entrepreneurs and business owners who are looking toward sale or succession. Through a highly credentialed team and a time-tested process, we help owners plan and navigate major transitions while growing their purchasing power for the long term.

 

 

Growing Your Purchasing Power

This means implementing a sustainable asset accumulation strategy designed around the tax considerations you face as a business owner. It also means ensuring things like wealth transfers, succession and inflation do not impede the goals you have for wealth preservation and growth.

 

 

 

Planning Your Exit

Often an underdeveloped planning point among business owners, the exit plan is a systematic way to help ensure you obtain the full value of your enterprise. This includes understanding your post-business life, designing a detailed succession plan, extracting capital from your business tax-efficiently, and guiding you and other stakeholders through the sale or transition.

 

 

 

Accommodating Your Needs

Every business owner has their own set of financial complexities that require sophisticated processes to accommodate. Through our personalized approach and dynamic in-house team, we’re able to serve uncommon individual needs, such as family enterprises and cross-border business interests.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.