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

Avin Mehra

  • Home
  • About us
    • Our team
    • Our practice
    • Testimonials
    • Gallery
  • Services
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  • Seminars
  • Contact us

Seminars

Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 369-7971
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Seminars

Tax Balancing Strategies Seminar

 

Location - CIBC Wood Gundy - Boardroom - 6th Floor, 181 Bay St, Toronto, ON, M5J2T3

Tax-filing season is approaching. Prepare yourself by learning more about effective tax planning. Learn how to manage your taxes by using different methods such as tax deferral, tax shelters, income splitting, and many other tools available to you. We will also discuss a year-end tax balancing strategy that our team uses for our clients by extensive use of stock swaps and option rollovers to minimize the taxes in the current year, as well to recover taxes paid on capital gains in the previous three calendar years. We will also provide you with a 100-point checklist on tax management.

 

Thursday, November 28th, 2024

5:15 pm EST

RSVP

 
Financial Planning 101

 

Location - CIBC Wood Gundy - Boardroom - 6th Floor, 181 Bay St, Toronto, ON, M5J2T3

 

"If you do not know where you are going, any road will take you there." This seminar addresses the critical need for Financial Planning and utilizing the tools available to design a roadmap to your financial future. This facilitates the meeting of personal financial goals, such as saving for children's education, buying a house, or having a comfortable retirement

 

Wednesday, December 11th, 2024

5:15 pm EST

RSVP

 
Covered Call Writing Seminar

 

Location - CIBC Wood Gundy - Boardroom - 6th Floor, 181 Bay St, Toronto, ON, M5J2T3

 

A covered call strategy is a defensive strategy that focuses on opening up additional revenue streams from blue chip stocks, in addition to the standard dividends and capital gains. This strategy provides some hedging protection to current portfolio holdings, and can also be efficiently used for tax balancing. We will also discuss other hedging strategies, customized to these challenging markets.

 

Thursday, January 23rd, 2025

5:15 pm EST

RSVP

<p>Options involve risk and are not suitable for all investors. Investors should be aware of tax considerations, margin requirements, commissions and other transaction costs, as they may significantly affect the economic consequences of any option transaction strategy and should be reviewed carefully with your Investment Advisor and personal tax advisor before the strategy is undertaken.</p>
 

Events

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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.