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The Bernardi Financial Group

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An advisor and her client reviewing tax planning strategies for the year ahead.

Tax planning beyond the filling season  

CIBC Private Wealth

January 30, 2026

The most impactful tax decisions often unfold over time. A coordinated approach can help keep tax planning aligned with your broader wealth strategies. 

Read more Read more about Tax planning beyond the filling season  
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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.