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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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Unbiased Investor: Reduce Financial Stress & Keep More of Your Money

New Years Resolutions Are More Effective When You Consider Your Values

Coreen T Sol

January 11, 2023

As the new year begins, it's time to think about how you can make 2023 our best year yet – financially. Your values are an important part of this process.

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Unbiased Investor: Why and How to Limit Financial Decisions

Coreen Sol, CFA

September 21, 2022

If you'd like to contribute to the conversation, you can read how Wiley & Sons summarizes Unbiased Investor: Reduce Financial Stress & Keep More of Your Money. The back cover is posted online at your ...

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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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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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