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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Allie O'Neill

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Workshops & Seminars

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 231-2553
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Workshops & Seminars

Events

Building Your Farm’s Future: Expert Estate & Transition Guidance

Building Your Farm’s Future: Expert Estate & Transition Guidance

Mar 25, 2026 06:30 PM Mountain Daylight Time - Mar 25, 2026 08:00 PM Mountain Daylight Time

Don’t leave your family’s legacy to chance! Join us for an engaging seminar where leading professionals deliver practical strategies for farm transition and estate planning. Discover how to protect your assets, avoid common pitfalls, and set your farm up for long-term success. Network with other farm owners and get answers to your most pressing questions. Reserve your spot today—space is limited!

RSVP RSVP to Building Your Farm’s Future: Expert Estate & Transition Guidance
The Living Legacy: Transforming Property Value into Retirement Freedom

The Living Legacy: Transforming Property Value into Retirement Freedom

Jun 17, 2026 06:30 PM Mountain Daylight Time - Jun 17, 2026 08:00 PM Mountain Daylight Time

Many families find themselves "house rich but cash poor," overlooking the strategic potential of their property to fund retirement or a family legacy. This seminar provides a roadmap to navigating the landscape of property equity to unlock life's next chapter without the need for a forced sale. Allie O’Neill, CFP®, will demonstrate how she coordinates specialized lending and tax-efficient strategies to transform "trapped wealth" into cash flexibility. We will showcase how a unified team of Wealth, Lending, and Tax professionals work in tandem to protect your financial "why" and secure your family’s future. Join us to learn actionable insights on capital gains and tax-efficient borrowing that could enhance your retirement freedom.

RSVP RSVP to The Living Legacy: Transforming Property Value into Retirement Freedom
 
 
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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.