Our Investment Advisors & Teams
CIBC Miracle Day
From trusts to corporations
From trusts to corporations
Tax expert Jamie Golombek highlights proposed changes to the capital gains tax inclusion rate
From cottages to condos - proposed changes to the capital gains tax
From cottages to condos - proposed changes to the capital gains tax
Experts answer common questions about proposed changes to the capital gains tax inclusion rate.
Client Appreciation Day
Client Appreciation Day
Thank your for being a client. We’re grateful for your trust.
Federal Budget 2024
CIBC Women’s Circle
CIBC Women’s Circle
Our Women’s Circle offers a curated collection of articles, videos, events and insights to help you build, protect and manage your wealth.
U.S. vacation property planning for Canadians
U.S. vacation property planning for Canadians
If you own a vacation property in the United States, taxes could be substantial when you eventually gift, transfer or sell the property.
Exclusive Webcast: What will the spring bring?
Exclusive Webcast: What will the spring bring?
Thursday, March 30th at 4:00 pm ET with CIBC experts Benjamin Tal, Jamie Golombek and Kate Lazier.
Come join the CIBC Wood Gundy Belleville team!
Come join the CIBC Wood Gundy Belleville team!
Learn more about how you can build your career with CIBC Wood Gundy in Belleville.
CIBC Wood Gundy Belleville Blog
CIBC Wood Gundy Belleville Blog
Click to learn more and stay informed about the CIBC Wood Gundy Barrie branch blog. Feel free to contact us for more information.
Our Wealth Management Services
Our Wealth Management Services
Your ambitions deserve unique solutions. We offer customized support and advice that can address your financial needs.
ACCESS YOUR DOCUMENTS ONLINE, ANYTIME, ANYWHERE
ACCESS YOUR DOCUMENTS ONLINE, ANYTIME, ANYWHERE
With CIBC Wood Gundy Online, you can safely access your account statements and other documents online as soon as they are available. Contact us today to help you get access.
Strategic philanthropy
Strategic philanthropy
There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.
Charitable gifts: wills vs. beneficiary designations
Charitable gifts: wills vs. beneficiary designations
The pros and cons of naming a charity in your will versus designating the charity as a beneficiary of a registered plan.
Key estate planning documents
Key estate planning documents
When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.
Holdcos for investment purposes
Holdcos for investment purposes
Many Canadians own investment portfolios through a holding company (a “Holdco”) for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?
Estate preservation and enhancement
Estate preservation and enhancement
An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.
Charitable estate gifts
Charitable estate gifts
Making a charitable gift in your will is a great way to benefit the community and save taxes.
The tax treatment of art and other collectibles
The tax treatment of art and other collectibles
Whether you collect art, stamps or antique furniture, you should be aware of the tax consequences that occur when you ultimately dispose of these items, either by sale, gift or upon death.
Tax & estate planning for your vacation property
Tax & estate planning for your vacation property
With real estate values increasing significantly in the past year, and notably so for vacation properties, it’s also a good time to do some estate planning for the potential transfer of your cottage, chalet or cabin to future generations.