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

Orfei Logullo Financial Group

  • Home
  • About Us
    • Our Team
    • Our Partners
    • CIBC Wood Gundy
  • Solutions
    • Our Investment Philosophy
    • Our Process
    • Our Strategy
    • Our Clients
    • Our Integrated Approach
  • Services
    • Products and Services
    • Financial and Estate Planning
    • Investment Consulting Service
  • Client Resource Centre
    • Blogs
    • Market insights
    • Useful Links
  • Community
  • Contact us

Useful Links

Address 1 City Centre Drive Suite 1100 Mississauga ON, L5B 1M2
Telephone Number (905) 897-3714
Email Email us
Email Email
Telephone Number Tel

Useful Links

Tax and Financial Planning Resources

 

Personal Finance

Personal Tax Measures: Canada's COVID-19 Response Plan

Tax Planning in Uncertain Times

Prescribed Rate Loans: The One Percent Solution

Hold the Holdco! Is a Holding Company Right For You?

Who Cares? Easing the Financial Burden for Caregivers

 

 

Retirement and Estate Planning

Retiring Right: Understanding the Taxation or Retirement Income

Willpower: Common Will Planning Mistakes and How to Avoid Them

 

 

Real Estate Property

Converting Your Principal Residence Into a Rental Property (or Vice Versa)?

Your U.S. Vacation Property Could Be Quite Taxing

Home Sweet Home: Tax Tips for Homeowners

So...You Wanna Be a Landlord? Income Tax Considerations For Rental Properties

What's Up Dock: Tax & Estate Planning For Your Vacation Property

 

Investment and Account Resources

 

In Defence of RRSPs: Dispelling Common Myths

Lower RRIF Minimum Withdrawals for 2020: Canada's COVID-19 Response Plan

Ten RRSP Hacks

The RRSP, the TFSA and the Mortgage: Making the Best Choice

RRSPs: A Smart Choice for Business Owners

TFSAs for Business Owners: A Smart Choice

Advanced Planning with RDSPs

 

Business News

Globe Investor

Financial Post

Bloomberg

Morningstar

MarketWatch

 

Other Resources

Canada Revenue Agency

Service Canada

Ernst & Young Tax Calculator

 
 
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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.