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A Professional Strategy Sample: Using a RESP to Your Advantage

Coreen T Sol

May 09, 2022

Financial strategies are learnable, repeatable and are reliably consistent in application. For example, a Registered Education Savings Plan (RESP) is a tax shelter flexible enough for more than just s...

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5 Reasons Why Women May Be Better Investors

Coreen T Sol

October 31, 2020

Ongoing research in behavioural finance is unearthing alarming consistencies in how we act around money and stark differences between men and women.

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Money Illusion and GIC Investing

Coreen T Sol

October 10, 2020

Risk averse investors are often more affected by money illusion that those who invest in stocks.

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Two kids

Using an RESP to your advantage

Coreen T Sol

September 25, 2020

A Registered Education Savings Plan (RESP) is a tax shelter flexible enough for more than just saving for your children's or grandchildren's post-secondary education. By understanding the functionalit...

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Portfolio Program Rebalancing

Coreen T Sol

June 10, 2020

Heading into the summer, and after a significant stock market rally, we are taking profits and reallocating them to preferred shares and short-term fixed income.

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Financial Planning during the Pandemic of 2020

Coreen T Sol

March 29, 2020

Below are some essential resources and financial planning assistance for clients and their families; details on pricing issues during extreme volatility; and an update on Telus shares post-split.

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.