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The Bernardi Financial Group

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Tower of the White House.

Navigating US policy dynamics

CIBC Private Wealth

February 03, 2025

US President Trump announced tariffs of 25% on goods imports from Canada and Mexico, and 10% on imports from China.

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Two hands holding a heart shape.

The tax incentive to gift securities

CIBC Private Wealth

June 08, 2023

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Stones stacked upon one another at a beach on a beautiful sunny day

Managing emotions when investing

CIBC Private Wealth

May 07, 2023

Staying the course through market volatility can help you achieve long-term goals.

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Young Asian business woman discussing financial planning with small business owner at cafe coffee shop.

RRSPs: A smart choice for business owners

CIBC Private Wealth

January 13, 2023

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Avoid the losers, the winners will take care of themselves

Michael Bishop

November 01, 2022

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Multiethnic couple handshake with consultant at home.

What’s the difference? Trusted contacts and powers of attorney

CIBC Private Wealth

September 19, 2022

Appointing a trusted contact person (TCP) and a power of attorney (POA) can help protect your financial interests, but how do they differ?

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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.