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Estate Planning Council of CANADA

Susan Wood

CIBC Private Wealth

 

Member profile details

First name
Susan
Last name
Wood
Organization / Company Name
CIBC Private Wealth
Province
Ontario
City / Town
Ottawa
Picture / Headshot
Profession / Category
Accountant - CPA
Phone number
613-564-0711
Office Address
150 Elgin St.
Suite 1900
Ottawa ON K2P 1L4
Firm website
cibc.com
Education / Professional Designation(s)
BCom., CA CPA, FEA, MFA-P
Areas of focus or specialization
Financial Planning and Family Enterprise Planning for High Net Worth individuals, business owners and families.

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



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