Planning for summer cottages and winter condos
Nov 24, 2022 02:00 PM Mountain Standard Time - Nov 24, 2022 03:00 PM Mountain Standard Time
Whether you own a cottage in Canada or a condo in the US, it’s never been more important to have the suitable tax and estate planning considerations in place. Please join us as we hear from two subject matter experts as they discuss what you need to know when planning for your vacation properties.
- Jamie Golombek, Head of CIBC Tax and Estate Planning
- Christine Perry, Partner, Gowlings WLG LLP
What to Consider When Exiting a Business
Oct 27, 2022 02:00 PM Mountain Daylight Time - Oct 27, 2022 03:00 PM Mountain Daylight Time
Selling a business is never easy and entrepreneurs often focus on one aspect of the sale to the detriment of the larger picture. Please join us as we explore some of the key areas you should be considering before you sell your company, including the practicalities of the sale process; some key tax considerations you should take into account before selling; and what life looks like for the family enterprise post-sale.
• Trevor Gough, Managing Director and Head, CIBC Mid-Market Investment Banking
• Jamie Golombek, Head of CIBC Tax and Estate Planning
• Susan Wood, Director of CIBC Wealth AdvisoryRSVP
Women and Mental Health
Sep 21, 2022 02:00 PM Mountain Daylight Time - Sep 21, 2022 03:00 PM Mountain Daylight Time
Many disorders associated with brain-aging affect women, either directly or indirectly. Please join us on World’s Alzheimer’s Day as we hear from thought leaders on how best to protect cognitive vitality and prevent against brain-related illnesses,
as well personal experiences in coping with a spouse suffering with Alzheimer's.
Speakers: The Hon. Lisa Raitt and Lynn PoslunsRSVP
Philanthropy doesn’t always mean donating money
Aug 04, 2022 06:00 PM Mountain Daylight Time - Aug 04, 2022 07:00 PM Mountain Daylight Time
Canadians are increasingly being strategic and deliberate in their philanthropic endeavors. While historically this has led to questions about the ideal structure, for some the conversation is turning to the method of funding.
Please join us as we hear from Kate Lazier, Director Wealth Strategist, Anne-Marie Isaacson, CIBC Estate Planning Specialist and Maria O’Reilly, General Manager, The Upside Foundation on how the use of appreciated shares, insurance and even private capital may be suitable alternatives to donating cashRSVP
Midway Soiree by Youth Empowerment & Support Services (YESS)
Jun 24, 2022 11:00 PM Mountain Daylight Time - Jun 25, 2022 02:00 AM Mountain Daylight Time
The Midway is in town!
Snap on your fanciest suspenders and bring your special someone to Fort Edmonton Park. Here you will experience delicious treats, masterful stilt walkers, and even a barbershop quartet as you stroll through the illuminated scenery. The Midway is everything for an Insta-worthy night you will never forget!RSVP
Trends in Real Estate
Jun 23, 2022 06:00 PM Mountain Daylight Time - Jun 23, 2022 07:00 PM Mountain Daylight Time
CIBC Family Office is pleased to invite you to our 2022 Webinar Series.
Please join us for a fireside chat with two thought leaders in the Canadian real estate sector, as they discuss current trends and future outlook, and share their thoughts on key issues including the housing shortage, the impact of Return to Office on the urban vs suburban debate, and what affect the Federal and Provincial Governments will have on the real estate market.
Over the course of this year, we will be hosting thought leaders across a wide range of fields, including economics, art, tax and estate planning, investments, cybersecurity, mental health and financial fluency.
If you would like further information on CIBC Family Office 2022 webinar series, please contact us.RSVP
The Art and Science of Collecting
Apr 28, 2022 06:00 PM Mountain Daylight Time - Apr 28, 2022 07:00 PM Mountain Daylight Time
Please join us as we hear from thought leaders on some key questions you should be considering as you navigate the art industry. How do you begin to collect art and how do you decide when to consider selling? Who are the key players in the art industry, how can they assist you as you collect art and what impact do they have on the market? And finally, what should you be considering once you own art from a tax and estate perspective.
• Debbie Pearl Weinberg – Executive Director, Tax and Estate Planning
• Leah L. Carey – Fine Art Appraiser and Advisor
Exclusive Virtual Event: Uncertainty is the only certainty for investors
Apr 06, 2022 03:00 PM Mountain Daylight Time - Apr 06, 2022 04:00 PM Mountain Daylight Time
As we shift from pandemic to endemic, restrictions are lifting and the never-ending market volatility continues. Simultaneously, the Russian invasion of Ukraine is also causing more uncertainty. What impact will all of this have on the future of the economy, investments and your taxes?
Join us on Wednesday, April 6, 2022 at 11:00 p.m. MT for a virtual event. Discover what CIBC experts Ben Tal, Ian de Verteuil and Jamie Golombek have to say about where the economy and markets are headed and the potential investment and tax implications for your portfolio.RSVP