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

The Graves Financial Advisory Group

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Services

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 457-4003
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Our Products and Services

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
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Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
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Registered Saving Solutions

Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).

 
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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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.

 
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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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Dennis Graves                         Dennis Graves and Jonathan Graves

 

 

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Cash Flow & Budgeting Estate Planning & Charitable Giving Risk Management & Insurance Products Retirement Planning Investment Planning  Business Tax Planning  Assistance to Loved Ones
Income Sources Review  Wills & Living Wills  Review Existing Polices  Retirement Goal Settings Risk & Return Analysis Corporate Structure Analysis Review Corporate Structure Gifting
Expenses & Budget Power of Attorney Life Insurance Needs Financial Planning Investment Policy Statement  Business Transition Planning  Review Unrealized & Realized Gains Education Cost Planning 
Debt Consolidation & Management  Trusts Long-Term Care Insurance Business Transition Plan  Personal Portfolio Construction  Buy & Sell Agreement  Income & Pension Splitting  Insurance Solutions
Credit and Lending Estate Taxes Disability Insurance Pension Overview Rigorous Portfolio Monitoring  Key Person Insurance Carry Forward Losses Caring for Elderly 
Emergency Funding  Charitable Giving Annuities Income Stream Projection  Investment Consolidation  Pension Plan Construction & Management Focus on Tax-Efficient Investing  
  Business Succession Planning Additional Insurance Needs Debt Obligations Wealth Preservation  Financing & Credit Opportunities     
  Executor Services            

 

 

 
 
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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.