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Who Will Speak for You?

TORRE UNDSETH

July 07, 2026

This guide highlights why it’s crucial to plan ahead and choose trusted people to make legal, financial, and healthcare decisions for you, offering practical advice for selecting the right representa...

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Relationship Agreements: A Planning Tool, Not a Red Flag

TORRE UNDSETH

June 26, 2026

Most couples never discuss a cohabitation or prenuptial agreement — not because they don't need one, but because it feels uncomfortable. This Solinvest guide by Coreen T. Sol, CFA reframes it as a too...

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What Every Investor Needs to Know About Cross-Border Tax

TORRE UNDSETH

June 26, 2026

Most Canadian investors hold U.S. stocks — but few realize how three different tax systems apply across their accounts. This Solinvest guide by Coreen T. Sol, CFA maps estate tax, T1135, and dividend ...

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bullshift podcast

BullShift the Podcast

Coreen T Sol

January 12, 2024

Interview with Coreen Sol, CFA by BullShift podcast host, John De Goey. Here's where you can listen and find out why you need to stop checking the souffle.

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Why less is more when it comes to investment decisions

Coreen T Sol

December 01, 2023

The fewer choices you face, the fewer opportunities there are for errors. Therefore, one way to reduce the effect of bias on your financial well-being is to make fewer decisions.

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Investment Executive: How to limit bias in investment decisions

Jonathan Got

December 01, 2023

Coreen Sol, senior portfolio manager at CIBC Wood Gundy in Vancouver and a former UBC Okanagan adjunct professor, spoke Tuesday at the annual FP Canada Financial Planning Conference about how clients’...

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Teranet-National Bank Composite House Price index

Real Estate/Real Bias

Coreen T Sol

May 17, 2023

There is good evidence that investors can tolerate investment volatility when they stop checking the market values. It stands to reason.

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Boardroom table with people pointing at documents

The End of a Credit Cycle, Not the End of the World

Coreen T Sol

March 16, 2023

high debt level was hidden while interest rates were shallow and financial support flowed from governments. Now that interest rates have risen substantially, we will see these over-levered businesses ...

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Grants Are Not All They're Cracked Up To Be

Coreen T Sol

January 24, 2023

It’s natural to think that maximizing government grants are the best way to take advantage of the Canadian Registered Education Savings Plan, but you’d be mistaken.

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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.


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