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Hamer-Allen Group

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Hamer-Allen Group

July 17, 2024

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What's On Our Mind This Month

When you were a kid, did you ever dream of setting the high score on your favorite game at the local arcade? When you were a bit older, did you ever set a goal for yourself to get straight A’s, make your high school team, or be class valedictorian?

 

What about as an adult? Was there a promotion you worked really hard to get? Or a skill you wanted to master, like getting your first hole-in-one or finally learning the notes to Stairway to Heaven on the guitar?

 

If you’ve ever achieved a long-term goal, you may also have experienced a common sensation that often follows: Well, I’ve done it. Now what?

 

As an Investment Advisor, I’ve seen many people experience this after achieving the ultimate goal of retirement. So, over the next few issues of The Road to Retirement, we’re going to explore the question of “Now what?” We’ll look at the decisions and opportunities that ensure a smooth transition and a high quality of life in the immediate aftermath of retirement. Have a great rest of the month!

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<p>CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc. The CIBC logo and &ldquo;CIBC Private Wealth&rdquo; are trademarks of CIBC, used under license. &ldquo;Wood Gundy&rdquo; is a registered trademark of CIBC World Markets Inc.</p> <p>Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.</p>

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

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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.