Stay organized with our 2023 Tax Slips Checklist

Details of security positions that were sold, redeemed during the 2023 tax year

Canadian banks are some of the most well-capitalized, safest financial institutions globally, and long-term investors are being paid to hold onto them. Very often, the best time to invest in Canadian banks is in the midst of a recession, and CIBC Asset Management continues to see medium to long-term strength in the Canadian banking sector.

Draft legislation containing proposed changes to the AMT rules was released on August 4, 2023. This report will summarize the proposed impact to charitable giving.

Kate Lazier, Director of Philanthropy and Legacy Planning, CIBC This report provides you with a brief overview of strategic philanthropic planning including choosing charities, donor advised funds, tax benefits of charitable giving, and types of charitable gifts.

A trusted contact person is someone who can help us, help you, if you need it.

CDRs are the Canadian take on this 100-year old product, with one important distinction: the addition of a notional currency hedge.

Who would have thought "book value" was so confusing? This article from EdgePoint Wealth clarifies a common issue on your account statements

Tax-loss selling strategies

Financial and tax considerations of loyalty point redemptions.

RRSP Contribution Checklist

RRSP Quick Reference Summary

Enhanced Performance Reporting

See how CIBC Trust can help you with the many duties and challenges that you may face as an Executor.

Charitable giving can contribute to minimizing taxes during your lifetime and can go a long way to protecting your assets for your heirs.

In Canada, it is more tax-efficient to donate your publicly traded securities "in-kind" directly to the charitable organization of your choice.

Donor Advised Funds are one of the most effective ways to provide long-term support to charity, while also benefitting from the tax advantages of charitable donations.

The Estate Plans of Effective People

Bridging The Gap Between Life Insurance And Disability Insurance

According to the government, the TFSA is a "flexible, registered general-purpose savings vehicle that allows Canadians to earn tax-free investment income to more easily meet lifetime savings needs."

Tax & estate planning for your vacation property

Trusts can be highly effective wealth management vehicles, especially for income splitting, tax and estate planning purposes and wealth protection.