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

Pryde Financial Group

  • Home
  • About us
    • Our Difference
    • Our Team
    • Our Process
    • Our Investment Beliefs
  • Who we serve
    • Executives & professionals
    • Business owners
    • Farmers
    • High net worth individuals
    • Women and Wealth
    • Client Testimonials
  • Insights
    • Articles and Reports
    • Videos
  • Community
  • Events and Blog
    • Events
    • Blog
  • Contact us

Business owners

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (800) 265-5982
Email Email us
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Business Owners

OUR WEALTH MANAGEMENT PROCESS WILL BRING CLARITY TO YOUR BUSINESS PLANS

We know that your success has not come easily.  The time and effort that you have invested to grow your business has been significant and many smart decisions were critical to your success. Some of the most important decisions you will face going forward involve a range of issues to address various investment, tax, estate and insurance needs. 

 

Here are some of the questions we help answer:

  • What should I do with surplus capital?
  • Are there tax-efficient ways to withdraw from my business?
  • Should I protect my business from creditors?
  • How can I replace my income stream when I retire?
  • Does an Individual Pension Plan make sense?
  • How can I minimize taxation on the sale of my business?
  • How can I preserve capital for my heirs or a favourite charity?
  • How can I ensure my legacy?

 

Through our team of experts, and in consultation with your professional advisors, our wealth management process will bring clarity to your business plans and save you time and effort.

 
2. A couple sitting at the kitchen table looking at a sheet of paper in front of an open computer

INDIVIDUAL PENSION PLAN (IPP)

Working together, we can create a retirement plan that includes solutions like an Individual Pension Plan (IPP) to help you transition to a comfortable retirement.

An IPP is a defined benefit pension plan that typically provides significantly higher contributions than those permitted within a Registered Retirement Savings Plan (RRSP), when certain age and income conditions are met. That means you could have more tax-sheltered savings for retirement.

 
A group of people in business attire discussing with an investment advisor

BUSINESS TRANSITION PLANNING

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
A couple looking at an estate plan with their investment advisor

ESTATE PLANNING

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.