Aaron McEwen

Senior Estate Planning Specialist @CIBC

Victoria, BC, CA

Estate planning is an emotional task with major financial consequences. This can feel overwhelming at times. At CIBC Private Wealth, my team and I provide high net worth clients with peace of mind to live their ambitions. We do this by putting a plan in place to protect their assets, businesses, income and families.Tax mitigation is one of our focuses. When we build a comprehensive plan for you, we will show that insurance policies can provide an effective tax efficient wealth transfer. Is your estate expected to pay capital gains? An insurance policy can help you minimize or offset those taxes to preserve hard earned estate capital.We will take the time to get to know you and learn about your goals and priorities. We work in partnership with your team at CIBC to ensure that we are fulfilling our promise to deliver a holistic solution that will enhance your legacy for future generations. My passion and belief in holistic financial planning drives our purpose to build deep client relationships. Utilizing a team that’s entirely focused on financial planning, helps guide me to finding the right solutions. I believe in a client-first approach and love solving complex personal and corporate estate planning issues.