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The Wallace Investment Team

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Hands holding red heart

Holiday gifts that don’t need wrapping

CIBC Private Wealth

November 07, 2021

What do you get for someone who has it all?

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Golden Eggs. Making Money and Successful Investment.

IPPs can play a valuable role in a business owner’s retirement

Cathy Bertini

November 07, 2021

Find out how an Individual Pension Plan (IPP) may fit into your retirement strategy.

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Man, woman on beach under umbrella

Snowbirds: financial checklist before you fly south

CIBC Private Wealth

February 10, 2020

Heading south to escape the cold winter? Here are some tips to help you enjoy your stay abroad.

Read more Read more about Snowbirds: financial checklist before you fly south
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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.