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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

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

Health & Wealth: Building Strong Foundations for your Family

Jun 05, 2025 01:30 PM Eastern Daylight Time - Jun 05, 2025 03:00 PM Eastern Daylight Time

Learn to nurture your family’s physical health while securing their financial wellbeing and avoid common mistakes.

 

Financial Planning: RESP Strategies, Creating Generational Wealth with Insurance and Trust Funds, Estate Planning and Tax Tips.

 

Holistic Health: Nutrition Essentials, Stress Management and Family Wellness Strategies

 

Dinner provided

RSVP RSVP to Health & Wealth: Building Strong Foundations for your Family

There are no events to show

 

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.