The Bernardi Financial Group
CIBC Private Wealth
April 13, 2022
Can philanthropy make us happier? Let's explore if you can really buy happiness.
March 15, 2022
Learn more about recent market volatility and the importance of portfolio rebalancing.
February 09, 2022
Before committing to the glorious snowbird lifestyle, be sure to consider potential U.S. tax implications.
Avoid these five common drawbacks to ensure your retirement is the best it can be.
January 17, 2022
When preparing a will, it’s important to consider your digital assets.
May 06, 2021
Big or small, your estate deserves a plan.