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Jackie Van Vliet

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Address 275 Lansdowne Street Suite 400 Kamloops BC, V2C 1X8
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Blog

First meeting with an Investment Advisor

What to expect from the first meeting with an Investment Advisor

Jackie Van Vliet

January 16, 2023

Our first meeting might be to address specific financial questions, review your portfolio, or get to know each other. Here is what you can expect no matter what the initial reason for booking the meet...

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Two women discussing calculations in front of a laptop.

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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Family sitting together in home holding sparklers and light-up numbers that read “2022”

Countdown’s on to financial resolutions

CIBC Private Wealth

December 09, 2021

In 2022, make your financial goals a part of your resolutions. Consider these tips to keep you on track to achieving your wealth ambitions.

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Senior man with young woman pressing grapes for wine production

Wealth planning: what kids need to know

CIBC Private Wealth

November 05, 2021

Pass on your financial expertise to the young adults in your life.

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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.