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

The Pyle Group

  • Home
  • About us
  • Services
    • Our services
  • Medical professionals
    • Personal and business wealth needs
    • Permanent Insurance strategies
    • Individual Pension Plan (IPP)
  • Commentary
    • Pyle's Blog
    • Market insights
  • Community
  • Contact us

Permanent Insurance strategies

Address 135 Charlotte Street Peterborough ON, K9J 2T6
Telephone Number (705) 740-2037
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Permanent Insurance strategies

Early in the medical professional’s career, when families are being started, there will be a ‘pure’ need for insurance. Providing a continuation of income for loved ones and support for education is paramount. Later in the career, however, after accumulation of significant personal and corporate assets, this pure requirement is diminished and replaced with the need to create tax efficiency and estate protection and transfer. Permanent insurance is one of the best ways to meet these very important needs.
 
A still more effective strategy for the medical professional is to hold either a whole life or universal life policy inside the corporation. Not only are the investments held within the policy tax sheltered, policy premiums can be made from the corporation’s cash flow, without the need of paying out a salary to the professional to fund an individually held policy.

 
Our team ensures that an insurance strategy is only implemented once a comprehensive financial plan has been created and a needs analysis performed, taking into account the medical professional’s unique goals and objectives.

 
 
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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.