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

Kara Baker, CFP®, CIM®, CPA®

  • Home
  • About Us
    • Wealth Advisor
    • Our Planning Team
    • Our Investment and Wealth Management Services
  • Resources
    • Market Insights
    • Articles of Interest
    • Business Succession
    • Divorce or Loss
    • Executives and Professionals
    • Sudden Wealth
  • Contact us
 

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CIBC Private Wealth

April 18, 2022

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Couple and baby son looking out window.

Event replay: Uncertainty is the only certainty for investors


On April 6, we held an exclusive virtual event. CIBC experts shared insights on where the economy and markets are headed and the potential implications for you. Watch the replay here.

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CIBC Private Wealth

June 29, 2021

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Passing down the family vacation property

Consider these tax and estate planning strategies.

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CIBC Private Wealth

July 14, 2022

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Looking to transfer your vacation property to future generations?

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

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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.