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The Daniels Investment Group

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Research reports

Should I sell or should I hold? Capital gains tax planning

The planned increase in the capital gains inclusion rate announced in the 2024 federal budget (Budget) has created a frenzy of discussion, worry and anxiety, and, in some cases, the opportunity to get ahead of the change by doing some proactive planning. Here’s what’s happening, who may be impacted, and what you can do about it. Learn More

 

2024 federal budget: Selected measures

The 2024 federal budget included a number of tax measures that will affect Canadian taxpayers. This report, which was prepared from within the Budget lock-up in Ottawa, will focus on some of the key tax measures that are of most interest to individuals and business owners. Learn More

 

The Summer 2023 issue of Perspectives

In this issue of Perspectives, CIBC Asset Management’s investment professionals discuss the outlook for the global economy and major asset classes. They highlight opportunities to navigate risk and potentially generate positive returns in the current investment environment. Learn More

 

2023 Federal Budget

As you may know, the government tabled the federal budget on Tuesday, March 28 and our tax experts were there to explore how it might impact you. Video  Learn More

 

2023 Economic Outlook-Light at the end of the tunnel?

Benjamin Tal's newest video discusses the ongoing fight against inflation and what we can expect from the housing market this year. Video  Learn More

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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.


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