Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • About us
    • Our Team
    • Testimonials
    • Events
  • Services
    • Our solutions
    • Knowledge Center
    • Advisor Managed Account
  • Market insights
  • Community
  • Contact Us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

O’Brien Investment Group

  • Home
  • About us
    • Our Team
    • Testimonials
    • Events
  • Services
    • Our solutions
    • Knowledge Center
    • Advisor Managed Account
  • Market insights
  • Community
  • Contact Us
 

Knowledge Center

Knowledge Center

Email Email
Telephone Number Tel

Your Investments And Taxes

Earning a reasonable return on your money is more than just a matter of investing in the right securities. Recognizing the tax implications of your investment decisions may help you to maximize your after-tax investment returns.

Learn More Opens in a new tab.

Planning For A Child's Education Costs

Recognizing the dramatically increasing costs of a university education, many people would like to start setting funds aside as soon as possible for minor children or grandchildren. And, of course, they would like to use the most tax-effective savings strategy possible. The strategy chosen often largely depends on their financial means, the children's ages and the length of time left to save.

Learn More Opens in a new tab.

Estate Planning With Insurance Products

Many people recognize that a Will is an essential component of the estate-planning process but they fail to give this subject the time or consideration that it requires. It is important to remember that a properly structured Will is generally the most effective way to make sure that your estate assets will be managed and distributed according to your wishes.

Learn More Opens in a new tab.

Keep It Simple With One All-Inclusive Fee

In life, one size doesn't always fit all. Take investing as an example. For many investors, a conventional investment account where you pay a commission each time you make a trade suits them just fine. But what about investors who find keeping track of individual commissions too complicated and time consuming?

Learn More Opens in a new tab.

Socially Responsible Investing - A Growing Trend

There was a time when investors had only two main concerns about their investments: to make money and avoid undue risk. As we become more concerned about issues like the environment, human rights and other social causes, social responsibility, where investments are concerned, has become a growing trend. Already huge in the U.S., socially responsible investing has caught on rapidly in Canada.

Learn More Opens in a new tab.

Find Your Fee-Based Investment Service

Fee-based investing has become more desirable by investors in recent years, as a growing number of Canadians find these services have many advantages compared to traditional commission-based accounts.

Learn More Opens in a new tab.

Financial Planning Solutions

The financial planning process reviews your personal circumstances, develops appropriate strategies and responds to changes in your life, as well as changes in the world around you. Regardless of your stage in life, it is important to take control of tomorrow, by creating a financial plan today.

Learn More Opens in a new tab.

A Portfolio Strategy For Your RRSP

Every investor should have an RRSP portfolio strategy. Not only does it work to your advantage in total return over time, but it also makes a portfolio easier to maintain and monitor. One of the most popular portfolio designs for an RRSP account is a five-year 'AAA' rated stripped coupon ladder coupled with an equity vehicle such as an index unit or mutual fund.

Learn More Opens in a new tab.
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.