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The Bernardi Financial Group

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Couple reviewing tax strategies

Finish the year strong: Top five tax strategies to preserve and transfer wealth

CIBC Private Wealth

November 24, 2025

Strategic year-end planning can make a lasting difference. Discover how these tax strategies can help grow your wealth.

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Parliament's Hill.

2025 Federal Budget

Jamie Golombek

November 05, 2025

Learn how the 2025 Federal Budget could shape your wealth strategy with insights from CIBC Private Wealth’s Jamie Golombek.

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Office building

Bank of Canada & US Federal Reserve lower rates

CIBC Private Wealth

September 17, 2025

Bank of Canada & US Federal Reserve lower rates

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Canada and US flags on a map,

Putting market volatility into perspective

CIBC Private Wealth

April 07, 2025

Given the current market volatility driven by ongoing uncertainty, you may be feeling uneasy. I’d like to share some important insights from our CIBC partners that helps explain the current situation.

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Two hands holding a heart shape.

The tax incentive to gift securities

CIBC Private Wealth

June 08, 2023

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Stones stacked upon one another at a beach on a beautiful sunny day

Managing emotions when investing

CIBC Private Wealth

May 07, 2023

Staying the course through market volatility can help you achieve long-term goals.

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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.