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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

Loving senior couple spending a day in the park holding hands.

How will you spend your retirement?

CIBC Private Wealth

February 08, 2023

You’ve spent your life building your career. When it’s time to retire, what are you retiring to? Consulting, part-time work, a new hobby? Let’s look at ways to live the retirement you deserve.

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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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Dogs are pulling people by a dog sled in the snow.

Are you feeling adventurous? Take that trip of a lifetime now!

CIBC Private Wealth

January 13, 2023

Now’s the time to plan a great getaway. Let’s consider some ideas to get you thinking about your next vacation.

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Young Asian business woman discussing financial planning with small business owner at cafe coffee shop.

RRSPs: A smart choice for business owners

CIBC Private Wealth

January 13, 2023

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Multigenerational family gathering at dinner party in the backyard.

Now we’re talking…hosting a successful family meeting

CIBC Private Wealth

January 13, 2023

Discussing finances with your family can be tricky, but we’ve got some tips to make the most of it.

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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.