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Stewart Beaumont Investment Group

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Address 399 Main Street Suite 105 Penticton BC, V2A 5B7
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Spot the signs of financial elder abuse

CIBC Private Wealth

June 17, 2022

Elder financial abuse is unfortunately a reality, but it can be prevented. Let’s take a look at how you can best protect yourself or your elderly loved ones.

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Fraud Prevention is Everyone’s Business

CIBC Private Wealth

March 30, 2022

We care about your financial wellbeing and we want to help keep you safe from fraud. After all, your ambitions may depend on it!

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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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Financial planning tips for blended families

CIBC Private Wealth

February 08, 2022

Consider these financial factors when entering a second marriage or common-law partnership.

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It's 2022: Do you know what your tax rate is?

CIBC Private Wealth

February 08, 2022

Do you know what your tax rate will be in 2022? This report will help you to understand how your income is taxed and why the “advertised” tax rate isn’t always what you end up paying.

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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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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.