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The Lonsdale Financial Group

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Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
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February (2)
Woman sitting on couch, wearing green blouse and blue jeans holding tablet on her lap and looking at the back of her bank card.

6 common financial scams to watch out for

CIBC Private Wealth

March 27, 2024

By staying informed about common financial scams, you’ll be better prepared to avoid falling for one.

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Market Spotlight February 2024

CIBC Private Wealth

February 29, 2024

In the February edition of Market Spotlight, we suggest investors are unlikely to see further rate hikes this year, and that fixed income will offer investment opportunities as a result.

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The benefits of working with a Wood Gundy advisor to help achieve your financial goals

CIBC Private Wealth

February 01, 2024

Achieving financial security is a multifaceted journey that demands both sound advice and strategic planning—which means selecting the right financial guidance can be one of your most crucial decision...

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Perspectives - Cautious optimism

CIBC Private Wealth

February 01, 2024

In the 2024 winter edition of Perspectives, our Multi-Asset & Currency Management team discusses our quarterly economic views and asset class outlook for the next 12 months.

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It's 2024: Do you know what your tax rate is?

CIBC Private Wealth

January 31, 2024

This report will help you understand how your income is taxed and why the “advertised” tax rate isn’t always what you end up paying.

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2024 Tax Toolkit

CIBC Private Wealth

January 25, 2024

Discover Jamie’s top tax tips for investors, plus 2024 tax tables, rates and much more in the CIBC Tax Toolkit.

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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.