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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

Multigenerational Families

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

Generations of our family, stewarding wealth through generations of yours.

More than just financial strategy, stewarding wealth through generations requires communication and educational processes that are tailored to your family’s dynamics.

We have been intimately involved in the complexities of family and wealth for generations, and we use this insight to create a caring environment in which we help our clients build financial continuity and longevity.

 

Planning and Road-mapping

By proactively planning before catalyst events, we can help ease points of tension and harmonize wide-ranging family goals. Beginning with discovery sessions and continuing through family governance documents and action plans, our planning process helps bridge important conversations and simplify complexities.

 

 

 

Family Enterprise

Families with business interests often benefit from our family office style of service, where we collaborate not only among our in-house team, but also with the extensive CIBC network of specialists and your family’s own professional advisors, including attorneys and accountants. Combined with custom portfolios and succession plans, this approach helps families pursue overlapping goals for business, retirement and legacy.

 

 

 

Estate and Philanthropy

Successful estate plans incorporate the proper legal framework and tax-efficient financial structures like trusts, foundations and endowments. Often the most difficult step, however, is making sure the rising generation is equipped to carry your legacy forward. That’s why we prioritize guided conversation and personalized resources for financial literacy in younger generations.

 
 
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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.