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

Goulet Estate Planning Group

  • Home
  • About Us
    • Team
    • Partners
    • Mission, Vision and Values
  • Our Clients
  • Our Services
    • Two Contexts
    • Estate Planning
    • Risk Management
    • Process
  • Our Expertise
    • Strategies
    • Products
  • Publications
    • Goulet Group Guides
    • Goulet Group Videos
    • Goulet Group Articles
    • CIBC Articles
    • CIBC Special Reports
  • Contact Us

Goulet Group Videos

Address 2828, Bd Laurier Tower 1, Bureau 1000 Quebec QC, G1V 0B9
Telephone Number (418) 659-8756
Email Email us
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Telephone Number Tel

Goulet Group Videos

Conference: Financial Estate Planning for Real Estate Owners (in French)

This conference covers the financial component of estate planning for real estate owners and presents solutions to reduce the cost of transferring assets to the next generations. It also deals with the tax consequences arising at death and the liquidity issues linked to the ownership of real estate. The presentation examines the use of life insurance as a vehicle for provisioning taxes upon death and as an estate planning tool to preserve the assets of real estate owners.

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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.