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Smith Falconer Financial Group

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Articles & Reports

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
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Articles & Reports

2024 Tax Slips Checklist

Stay organized with our 2024 Tax Slips Checklist

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T5008 - Statement of Securities Transactions

Details of security positions that were sold, redeemed during the 2024 tax year

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Alternative minimum tax: Impact on charitable giving

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.

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Strategic Philanthropy

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.

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Trusted Contact Person

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

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CANADIAN DEPOSITARY RECEIPTS

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

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Clarifying Book Value

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

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Tax Loss Selling

Tax-loss selling strategies

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Missing the Point

Financial and tax considerations of loyalty point redemptions.

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The Role of an Executor

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

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Donating Securities to Charity

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

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Charitable Giving With Life Insurance

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

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Donor Advised Funds

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.

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A 10-Step Guide to an Effective Estate Plan

The Estate Plans of Effective People

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Critical Illness Insurance

Bridging The Gap Between Life Insurance And Disability Insurance

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Tax Planning with TFSA

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."

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What's up dock

Tax & estate planning for your vacation property

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Trusts - An Introduction

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

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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.