Skip to Main Content
CIBC.com
CIBC Private Wealth
CIBC Websites
Client Login
Home
Testimonials
Our Team
Services
Investment Approach
Costs
Blog
Market insights
Contact us
CIBC.com
CIBC Private Wealth
CIBC Websites
Client Login
The Graves Financial Advisory Group
Home
Testimonials
Our Team
Services
Investment Approach
Costs
Blog
Services
1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
(902) 457-4003
Email us
Email
Tel
Our Products and Services
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.
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.
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).
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.
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.
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:
Click here
Click any header box to learn more about that topic.
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
