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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
 

Tax Planning

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Tax planning

Tax Loss Selling

Tax-loss selling allows you to offset realized capital gains with realized capital losses. If you sold assets and realized capital gains in the year and you are holding other assets in a non-registered account with unrealized losses, consider selling those securities to take advantage of the tax savings that may be offered by tax-loss selling.

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Tax Tips For Investors

As an investor, there are many factors that you need to consider as part of your long-term investment planning. Also, most of us have a strong desire to invest tax-efficiently and, if that includes you, the following tax tips should be kept in mind when developing your tax planning strategy.

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U.S. Tax Filing Requirements

Even if a Canadian citizen qualifies for exemption from U.S. residence pursuant to the income tax treaty between Canada and the U.S., the person must still file a return to claim that exemption.

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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.