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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Bernardi Financial Group

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Common retirement pitfalls to avoid

CIBC Private Wealth

February 09, 2022

Avoid these five common drawbacks to ensure your retirement is the best it can be.

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Do you have a digitally savvy estate plan?

CIBC Private Wealth

January 17, 2022

When preparing a will, it’s important to consider your digital assets.

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Debunked: Estate planning myths

CIBC Private Wealth

May 06, 2021

Big or small, your estate deserves a plan.

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Investing FOMO: The perils of short-term thinking

CIBC Private Wealth

April 06, 2021

Don’t let your long-term plan be influenced by short-term events.

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.