What can a trust add to your estate planning?

CIBC Private Wealth

March 01, 2023

Find out how trusts can work with your existing estate plans to ensure a smooth transition of assets between generations.

5 ways to lessen the "sandwich generation" load

CIBC Private Wealth

March 01, 2023

For those of the "sandwich generation," caring for both children and aging parents can be challenging. These 5 tips can help support you through even the most difficult of days.

Video: Is the worst over for financial markets?

CIBC Private Wealth

February 08, 2023

Paying yourself: Tax-savvy retirement income tips

CIBC Private Wealth

February 08, 2023

Managing multiple streams of retirement income in a tax-efficient manner can be a headache. Jamie Golombek is here to put your mind at ease.

Annuities 101: Retirement income options to consider

CIBC Private Wealth

February 08, 2023

Although they’re often overlooked, annuities can be a very effective retirement income vehicle. Let’s explore how they work and unpack some of your options.

How will you spend your retirement?

CIBC Private Wealth

February 08, 2023

You’ve spent your life building your career. When it’s time to retire, what are you retiring to? Consulting, part-time work, a new hobby? Let’s look at ways to live the retirement you deserve.