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Pharus Wealth Advisory Group

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Tax Season Perspectives: How Affluent Families Think About RRSPs, TFSAs and Corporate Investing

Derek Kohalmi on behalf of Pharus Wealth Advisory Group

April 02, 2026

This article explores how different tax buckets can support tax efficiency, retirement flexibility and long-term wealth transfer.

Read more Read more about Tax Season Perspectives: How Affluent Families Think About RRSPs, TFSAs and Corporate Investing
 
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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.