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

The Willson Investment Group

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Events

Address 1 Hume Street Suite 103 Collingwood ON, L9Y 0X3
Telephone Number (647) 588-4344
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Financial Events & Education

I host in-person events throughout the year to help clients and guests gain clarity on key financial topics — from retirement planning to wealth transfer and market insights.

These sessions are designed to be approachable, practical, and focused on what matters most to you.

If you would like to be added to the invite list for future events let us know.

 

Events

Protect Your Retirement Plan & Your Family's Legacy

Jun 18, 2026 08:30 AM Eastern Daylight Time - Jun 18, 2026 09:30 AM Eastern Daylight Time

Join Us for a Complimentary Wealth, Retirement & Legacy Seminar


Are you prepared to protect your retirement and secure your family's future? The Chamber of Commerce invites you to join us for an informative morning seminar featuring practical strategies designed for today's market.

 

Date: Thursday, June 18, 2026

Time: 8:30 – 9:30 a.m.

Location: The Blue Mountains Public Library

Buffet Breakfast Included

 

What You'll Learn


What current market conditions could mean for your retirement lifestyle
How to help turn your savings into reliable, tax-smart income
Simple, effective ways to help protect your estate and the people you love


Featured Speakers


Fraser Willson, CFP®, CIM®
Senior Wealth Advisor, CIBC Wood Gundy

 

Michelle Munro, CPA, CA
Director, Tax and Retirement Research, Fidelity Investments Canada

RSVP RSVP to Protect Your Retirement Plan & Your Family's Legacy
Planning a Tax-efficient retirement, showing two woman sitting at a table viewing a laptop.

Planning a Tax-Efficient Retirement

Mar 25, 2026 02:00 PM Eastern Daylight Time - Mar 25, 2026 03:00 PM Eastern Daylight Time

Planning a Tax-Efficient Retirement
Supporting the future you want

Join us for an informative session focused on maximizing your retirement income through tax-efficient strategies. Learn how to:

Achieve more after-tax income from your savings
Coordinate government benefits with personal withdrawals
Utilize simple strategies retirees often overlook
Hosted by:
Fraser Willson, CFP®, CIM®
Senior Wealth Advisor, CIBC Wood Gundy

Guest speaker:
Cherie Chen, CFP, TEP, CLU, LL.M
Director, Tax and Estate Planning at Mackenzie

Date: March 25, 2026
Time: 2:00 p.m.
Location: Virtual

RSVP RSVP to Planning a Tax-Efficient Retirement

Your Retirement Road Map

Oct 29, 2025 05:30 PM Eastern Daylight Time - Oct 29, 2025 06:30 PM Eastern Daylight Time

Fraser Willson will be joined by Andrew Duncan CFP®, RRC, PFP®, CIM® (director, financial planning at CIBC) and Jason Muir, CPA, CA (Senior Manager at MNP LLP) to discuss how to plan fore and live through retirement with confidence and peace of mind.

RSVP RSVP to Your Retirement Road Map

Your Retirement Road Map

Oct 29, 2025 05:30 PM Eastern Daylight Time - Oct 29, 2025 06:30 PM Eastern Daylight Time

Fraser Willson will be joined by Andrew Duncan CFP®, RRC, PFP®, CIM® (director, financial planning at CIBC) and Jason Muir, CPA, CA (Senior Manager at MNP LLP) to discuss how to plan fore and live through retirement with confidence and peace of mind.

RSVP RSVP to Your Retirement Road Map
retired couple

Retirement Income from Private Real Estate

Oct 20, 2026 10:00 AM Eastern Daylight Time - Oct 20, 2026 11:00 AM Eastern Daylight Time

Retirement Income from Private Real Estate

No mortgage. No tenants. No repairs.

 

Join us for a live online session on how private real estate can fit into a retirement income plan.

 

You'll hear about:

• Returns that can behave differently from stocks

• How a portfolio managed by one of the world's largest real estate owners works

 

Date: Tuesday, October 20, 2026

Time: 10:00 a.m. ET

Location: Online (Microsoft Teams)

 

Hosted by: Fraser Willson, CFP®, CIM®, Senior Wealth Advisor, CIBC Wood Gundy

Guest speaker: Matthew Cherry, Head of Investor Relations, Brookfield

RSVP RSVP to Retirement Income from Private Real Estate
 

Start the Conversation:

Join us at upcoming events and see how we empower individuals and families. Reach out to learn about upcoming events and exclusive insights.

Fraser.Willson@cibc.com | (647) 588-4344

 
 
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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.