Family office

To Ken and his team, a Family Office encompasses a wealth management model that helps build deeper and more lasting relationships with clients. Creating life’s Financial BluePrint based on individual goals and milestones allows for an integration of portfolio management, financial planning, retirement planning, business consulting and transition services.

Over the years, Ken has built lasting relationships with other professionals to be able to offer customized solutions, specialized expertise and responsive service. This ultimately helps secure financial assets and family heritage.

Our full-service Family Office includes:

Integrated Financial Planning
Family Continuity
Risk Management
Asset Consulting
Family Administration

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.