You’ve put everything into your practice. What does your future look like beyond it?

As in your own profession, it takes a specialized knowledge base to determine how to build a sustainable retirement out of a successful business or practice.

We work with physicians, dentists, veterinarians, lawyers, engineers and other professionals to provide clarity and direction as you begin to look toward practice transitions and retirement. Through a systematic process, we help you convert the success of your practice into financial longevity for retirement, lifestyle and estate.

 

 

Understanding Corporate Structures

Our team of professionals operates with an in-depth knowledge of the tax, risk management and retirement implications of incorporating your practice. Our planning and investment processes help incorporated professionals to grow and access their wealth tax-efficiently.

 

 

 

 

 

Navigating Liquidity Events

Through buyouts, partnerships and other transitions, we can help you weigh your options and map out a plan that mitigates risk and tax while pursuing the best outcome for your personal wealth. Our in-house team coordinates with your tax and legal professionals, as well as the CIBC specialists in our network, to help you stay organized and on track.

 

 

 

 

Managing Cash Flow

Running an incorporated practice creates both complexity and opportunity when it comes to cash flow. The guidance we provide includes tax efficiency strategies for the funds that flow through your operation, and building the income you need to replace those funds once you retire.