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

Bell Financial Group

  • Home
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    • Our Team
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    • Community
  • Custom Wealth Solutions
    • Personalized Process
    • Portfolio Management
    • Wealth Strategies
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Pretty young woman sitting at table on sandy beach, enjoying fresh coconut cocktail and working on laptop.

Are you thinking about cyber security when you travel?

CIBC Private Wealth

October 26, 2022

Although it’s not a common checklist item, you should think about cyber security before–and during–your trip.

Read more Read more about Are you thinking about cyber security when you travel?
Young woman and senior man farmer using digital tablet working together in hydroponic vegetable garden.

Jamie Golombek’s tips for business transition planning

CIBC Private Wealth

October 26, 2022

Whether you’re looking to retire or just thinking about the future, we’ve got some tips for passing on your business.

Read more Read more about Jamie Golombek’s tips for business transition planning
Multiethnic couple handshake with consultant at home.

What’s the difference? Trusted contacts and powers of attorney

CIBC Private Wealth

September 19, 2022

Appointing a trusted contact person (TCP) and a power of attorney (POA) can help protect your financial interests, but how do they differ?

Read more Read more about What’s the difference? Trusted contacts and powers of attorney
Two Businesswomen Working On Computer In Office.

How philanthropy teaches the next generation about your values

CIBC Private Wealth

September 19, 2022

Leading by example is a great way to teach your kids about charitable giving.

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Father and daughter cooking marshmallows on campfire.

Looking to transfer your vacation property to future generations?

CIBC Private Wealth

July 14, 2022

Let’s unpack the potential tax implications of leaving your vacation property to future generations.

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Portrait of senior female pottery artist in her art studio.

Design your unique retirement lifestyle

CIBC Private Wealth

June 17, 2022

The definition of retirement is changing and there are now more options for retirement than ever before. Whether your retirement is traditional or something different is really up to you.

Read more Read more about Design your unique retirement lifestyle
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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.