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The Bernardi Financial Group

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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

Read more Read more about RRSPs: A smart choice for business owners

Avoid the losers, the winners will take care of themselves

Michael Bishop

November 01, 2022

Read more Read more about Avoid the losers, the winners will take care of themselves
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?

Read more Read more about What’s the difference? Trusted contacts and powers of attorney
Father and daughter cooking marshmallows on campfire.

Looking to transfer your vacation property to future generations?

CIBC Private Wealth

July 14, 2022

Let’s unpack the potential tax implications of leaving your vacation property to future generations.

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Portrait of senior female pottery artist in her art studio.

Design your unique retirement lifestyle

CIBC Private Wealth

June 17, 2022

The definition of retirement is changing and there are now more options for retirement than ever before. Whether your retirement is traditional or something different is really up to you.

Read more Read more about Design your unique retirement lifestyle
Mature and senior man and woman sitting at table, with home finances, using computer, cheerful and happy.

The best time to review your estate plan is now

CIBC Private Wealth

May 11, 2022

As your life changes, your estate plan should too. Here are some guidelines to help ensure everything is in order.

Read more Read more about The best time to review your estate plan is now
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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.