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The Wallace Investment Team

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Notary pen lying on testament

Debunked: Estate planning myths

CIBC Private Wealth

May 06, 2021

Big or small, your estate deserves a plan.

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Female engineer showing a building project

From disruption to opportunity: COVID & business owners

CIBC Private Wealth

May 06, 2021

The importance of succession planning, especially in challenging times.

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How to be a good partner-in-finance

CIBC Private Wealth

May 06, 2021

Got a minute to chat about money?

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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.