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

The Cohn Wealth Management Group

  • Home
  • About us
    • Our team
    • Upcoming Events
  • Service
    • Our solutions
    • Total wealth management
    • Investment strategy
    • Tax and estate planning
    • Saving on taxes and fees
  • Articles
    • Must read articles
    • Insurance solutions
    • Estate Planning
    • Business solutions
    • Education planning
    • Market insights
  • Community
  • Contact us
 

Estate Planning

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Estate planning

Capital Gains Protection

When first introduced to the term "estate planning", many Canadians consider it a service suitable for only the elderly. In reality, estate planning encompasses a wide range of options and solutions to achieve common goals shared by most Canadians.

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Changes To The Life Insurance Policy Exempt Test

The 2012 Federal Budget changed the exempt test for permanent life insurance policies.

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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.