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Jackie Van Vliet

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Address 275 Lansdowne Street Suite 400 Kamloops BC, V2C 1X8
Telephone Number (250) 314-3871
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Blog

Canadian woman getting prepared for divorce by working through her checklist.

How Canadians Can Financially Prepare for Divorce / Separation

Jackie Van Vliet

January 30, 2023

Here are some of the key issues you need to consider when going through a divorce or separation.

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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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Women using yoga to stay calm through stock market volatility.

How to stay calm through stock market volatility

Jackie Van Vliet

December 05, 2022

Yoga teaches us how to shift our focus in times of uncertainty and market volatility, remain calm, and remember what is important. Here are some key concepts that might be helpful to you.

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Serious senior woman using tablet computer indoors seems concerned.

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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A woman looking at her cellphone

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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Happy couple reviewing documents with a businessperson.

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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Family using laptop together

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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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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Woman holding tablet while standing in front of many digital images; she is pointing at one

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.