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

The Michael Fahy Group

  • Home
  • Team
    • Our team
    • Our Values & Beliefs
  • Services
  • Discretionary Management
    • Managing Your Portfolio
    • Disciplined portfolio management
  • Resources
    • Common Forms
    • Market Reports
    • FAQs
    • Free eBook - Canadian Preferred Shares
    • Free eBook – Planning Your Legacy
  • Contact
 

Free eBook – Planning Your Legacy

Planning Your Legacy

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Estate planning is about more than just preparing a Will. An estate plan can help you define your legacy, preserve your wealth, and provide you with tax-effective retirement income.

Most importantly, it can give you peace of mind knowing you have prepared for the financial security of your family.

Planning Your Legacy offers you a comprehensive overview of the entire estate planning process. The easy-to-read material covers:

  • Estate Inventory
  • Your Will
  • Powers of Attorney
  • Charitable Giving
  • Planning Your Legacy
  • Estate Planning
  • Your Executor
  • Trusts
  • The Importance Of A Financial Plan

At The Michael Fahy Group, we believe that every individual should have an estate plan tailored to his or her personal circumstances. Developing a comprehensive financial and estate plan is a complex process that requires the expertise of a professional.

Please contact me if you have any questions.

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A client’s financial needs go far beyond just investments. Worthwhile goals take time and planning to reach.

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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.