Tax planning is an integral part of your wealth plan. When we work together, it’s important to consider all tax strategies to help optimize your cash flow management, fine tune your investment strategies as well as review your estate planning and savings goals. As the end of the year approaches, I’m pleased to share several strategies from our partners to help mitigate the impact of taxation within your wealth plan.

 

In the latest Expert Access video, Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC Private Wealth, discusses year-end tax strategies to help preserve and grow your wealth. This includes crystalizing capital gains and losses and how to maximize contributions within your registered plans.

 

Transcript

 

Whether you want to help the next generation buy a home or are planning for retirement, I can help make your wealth journey unique with tailored solutions to meet your short, medium and long-term goals. Tax planning is a year-round priority and I want to help you take advantage of the various tax strategies as we approach the end of the year.

 

We take a comprehensive approach to managing, building and protecting your wealth. I’d like to find a time to discuss your tax situation in more detail and answer any questions you may have. Please contact me at your earliest convenience so we can review your wealth plan and investment portfolio.