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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Bell Financial Group

  • Home
  • About Us
    • Our Team
    • Our Commitment
    • Community
  • Custom Wealth Solutions
    • Personalized Process
    • Portfolio Management
    • Wealth Strategies
    • Estate Planning
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    • Philanthropy
  • Our Approach
    • Services
    • Total Wealth Management
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Mother walking down path with daughter surrounded by trees and rose bushes

The gift that keeps on giving

CIBC Private Wealth

May 08, 2023

Gifting money can be a truly rewarding way to help those who matter most to you.

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Stones stacked upon one another at a beach on a beautiful sunny day

Managing emotions when investing

CIBC Private Wealth

May 07, 2023

Staying the course through market volatility can help you achieve long-term goals.

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Parliament Hill in Ottawa, Canada.

2023 federal budget: key tax takeaways

CIBC Private Wealth

April 10, 2023

We review changes to tax strategies including alternative minimum tax, employee ownership trusts, and intergenerational share transfers.

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Smiling Multi-Generation Family Having Fun With Children Walking Through Autumn Countryside Together.

What can a trust add to your estate planning?

CIBC Private Wealth

March 01, 2023

Find out how trusts can work with your existing estate plans to ensure a smooth transition of assets between generations.

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Multi-generation mother and daughter taking care of the senior grandfather in the house.

5 ways to lessen the "sandwich generation" load

CIBC Private Wealth

March 01, 2023

For those of the "sandwich generation," caring for both children and aging parents can be challenging. These 5 tips can help support you through even the most difficult of days.

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Managing money and calculating expenses.

Paying yourself: Tax-savvy retirement income tips

CIBC Private Wealth

February 08, 2023

Managing multiple streams of retirement income in a tax-efficient manner can be a headache. Jamie Golombek is here to put your mind at ease.

Read more Read more about Paying yourself: Tax-savvy retirement income tips
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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.