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

Rob Sarkissian

  • Home
  • About Us
  • Services
    • Our Solutions
    • Estate Planning
    • Tax Planning
    • Investment Stages
    • Charitable Giving
    • Investment Education
  • Private Wealth
    • Individual Households
    • Business Owner Households
  • Institutional Wealth
    • Private Sector
    • Public Sector
  • Community
    • CIBC Events
    • Speaking Events
  • News
    • CIBC Viewpoints
    • CIBC Reports

Investment Education

Address 235 17th Street West Vancouver BC, V7V 4T1
Telephone Number (604) 925-9235
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Investment Education

US Vacation property planning for Canadians

If you own a vacation property in the United States, taxes could be substantial when you eventually gift, transfer or sell the property.

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Strategic philanthropy

There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.

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Charitable gifts: wills vs. beneficiary designations

The pros and cons of naming a charity in your will versus designating the charity as a beneficiary of a registered plan.

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Key estate planning documents

When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.

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Holdcos for investment purposes

Many Canadians own investment portfolios through a holding company (a “Holdco”) for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?

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Estate preservation and enhancement

An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.

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Charitable estate gifts

Making a charitable gift in your will is a great way to benefit the community and save taxes.

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The tax treatment of art and other collectibles

Whether you collect art, stamps or antique furniture, you should be aware of the tax consequences that occur when you ultimately dispose of these items, either by sale, gift or upon death.

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 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.