Estate Planning Strategies

Approaches to building and preserving wealth are varied and depend on your goals and situation. We have engaged experts in the fields of estate planning, protection planning, investment management, and business planning to create strategies tailored to suit your unique needs.

The essential checklist for an effective estate plan (50 KB)
Planning your estate? Think about including a trust (50 KB)
Effecting an estate freeze (50 KB)
The potential benefits of offshore trusts (50 KB)

A CIBC Private Wealth Advisor can answer your specific questions on these topics and highlight opportunities suited to your goals.