The BIM Group – CIBC Wood Gundy

Working together to plan for your long-term future, and to give you and your family financial peace of mind.

Our team is dedicated to helping our clients and their families protect and grow their wealth, and to better understand and have balance around how their finances fit into their lives.
 

It starts with understanding your needs:

– Investment Advice & Portfolio Management

– Retirement & Financial Planning

– Family & Inter-generational Wealth Management

– Tax & Estate Planning

– Credit & Banking Solutions through our CIBC Partners

We begin by listening, and getting to know who you are. Then we build a unique plan customized around you that we renew every year as your life evolves.

Through this journey we will help you understand the financial mechanisms involved in preserving & growing your wealth, and build towards the ultimate goal financial freedom and peace of mind for you and your family.