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Jenny Zhu

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Finding balance: Supporting women in the sandwich generation

CIBC Private Wealth

May 14, 2025

If you’re currently supporting aging parents and raising children, while also managing your career and your own financial future, you’re not alone.

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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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Cheerful cute little girl spending time with her father, reading a book while having picnic in the park.

Summer reading list: Five kids' books for learning financial literacy

CIBC Private Wealth

July 14, 2022

Books are an excellent way to teach your children about the nuts and bolts of finance.

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Close up of a granddaughter helping her grandfather around the house.

Elder caregiving: Know your options

CIBC Private Wealth

June 20, 2022

Evaluating an older adult’s needs and living arrangements is an ongoing process. And there’s a range of options and services to consider.

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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.

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Senior couple on vacation

Dreaming of warmer climates? Avoid U.S. tax consequences

CIBC Private Wealth

February 09, 2022

Before committing to the glorious snowbird lifestyle, be sure to consider potential U.S. tax implications.

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