Events
Can Money buy Happiness?
Dec 14, 2023 02:00 PM Mountain Standard Time - Dec 14, 2023 03:00 PM Mountain Standard Time
Knowing how to manage your relationship with money while maximizing your happiness is an important part of the lifelong voyage to financial fluency. If you’re 18-25 and curious about achieving this balance, please join CIBC Family Office as we speak with Melissa Leong, a thought leader who will bring together personal finance, behavioural economics and positive psychology to help you as you begin this important journey.
Speakers:
• Melissa Leong - Personal Finance Expert and Author
Hosted by:
Jonathan Hass - Managing Director and Head CIBC Private Banking
Marriage: Till death us do part?
Oct 19, 2023 02:00 PM Mountain Daylight Time - Oct 19, 2023 03:00 PM Mountain Daylight Time
Marriage is an agreement between two people, and like all agreements, knowing how best to enter, maintain and even exit, is important. Please join CIBC Family Office as our subject matter experts share their thoughts on your key tax, legal and financial considerations at each stage of married life.
Speakers:
• Elena Hoffstein Partner, Miller Thomson LLP
• Melissa Leong Personal Finance Expert and Author
• Nathalie Boutet Managing Partner, Boutet Family Law and Mediation
Hosted by:
Jonathan Hass Managing Director and Head CIBC Private Banking
Succeeding as the Rising Generation
Aug 24, 2023 02:00 PM Mountain Daylight Time - Aug 24, 2023 03:00 PM Mountain Daylight Time
There is a common perception that people who are born into wealth don’t have problems. In reality there are many roadblocks faced by the rising generation in affluent families on their path to thriving, including individual identity, pressure to succeed, and trust of outsiders. Please join CIBC Family Office as we hear from two thought leaders on best practices in identifying and overcoming these roadblocks.
Speakers:
• Danielle Saputo BCom, FEA - President, Danuto Holdings
• Judi Cunningham MA, FEA, CEPA - Managing Partner, Trella Advisory Group
Hosted by:
Jonathan Hass- Managing Director and Head CIBC Private Banking
The what, how and why of wine collecting
Jul 20, 2023 02:00 PM Mountain Daylight Time - Jul 20, 2023 03:00 PM Mountain Daylight Time
The wine market had a stellar 2022 on the back of surging Burgundy and Champagne prices, leading to expanding interest in this market segment. Whether you’ve grown up with wine connoisseurship in the family or are thinking of building your own cellar from scratch, it’s important to understanding the what, how and why of wine collecting before you start investing. Please join us as we hear from subject matter experts Jamie Golombek (CIBC), Jamie Ritchie (Sotheby’s) and Yves de Launay (Sotheby’s) as they discuss the tax & estate planning and investment considerations for wine collecting.
Speakers:
• Jamie Golombek
Managing Director and Head, CIBC Tax and Estate Planning
• Jamie Ritchie
Chairman of Sotheby’s Wine and Spirits
• Yves De Launay
SVP and Head of Wine, Americas for Sotheby’s
Hosted by:
Jonathan Hass
Managing Director and Head CIBC Private Banking
There are no events to show
Events
Can Money buy Happiness?
Dec 14, 2023 02:00 PM Mountain Standard Time - Dec 14, 2023 03:00 PM Mountain Standard Time
Knowing how to manage your relationship with money while maximizing your happiness is an important part of the lifelong voyage to financial fluency. If you’re 18-25 and curious about achieving this balance, please join CIBC Family Office as we speak with Melissa Leong, a thought leader who will bring together personal finance, behavioural economics and positive psychology to help you as you begin this important journey.
Speakers:
• Melissa Leong - Personal Finance Expert and Author
Hosted by:
Jonathan Hass - Managing Director and Head CIBC Private Banking
Marriage: Till death us do part?
Oct 19, 2023 02:00 PM Mountain Daylight Time - Oct 19, 2023 03:00 PM Mountain Daylight Time
Marriage is an agreement between two people, and like all agreements, knowing how best to enter, maintain and even exit, is important. Please join CIBC Family Office as our subject matter experts share their thoughts on your key tax, legal and financial considerations at each stage of married life.
Speakers:
• Elena Hoffstein Partner, Miller Thomson LLP
• Melissa Leong Personal Finance Expert and Author
• Nathalie Boutet Managing Partner, Boutet Family Law and Mediation
Hosted by:
Jonathan Hass Managing Director and Head CIBC Private Banking
Succeeding as the Rising Generation
Aug 24, 2023 02:00 PM Mountain Daylight Time - Aug 24, 2023 03:00 PM Mountain Daylight Time
There is a common perception that people who are born into wealth don’t have problems. In reality there are many roadblocks faced by the rising generation in affluent families on their path to thriving, including individual identity, pressure to succeed, and trust of outsiders. Please join CIBC Family Office as we hear from two thought leaders on best practices in identifying and overcoming these roadblocks.
Speakers:
• Danielle Saputo BCom, FEA - President, Danuto Holdings
• Judi Cunningham MA, FEA, CEPA - Managing Partner, Trella Advisory Group
Hosted by:
Jonathan Hass- Managing Director and Head CIBC Private Banking
The what, how and why of wine collecting
Jul 20, 2023 02:00 PM Mountain Daylight Time - Jul 20, 2023 03:00 PM Mountain Daylight Time
The wine market had a stellar 2022 on the back of surging Burgundy and Champagne prices, leading to expanding interest in this market segment. Whether you’ve grown up with wine connoisseurship in the family or are thinking of building your own cellar from scratch, it’s important to understanding the what, how and why of wine collecting before you start investing. Please join us as we hear from subject matter experts Jamie Golombek (CIBC), Jamie Ritchie (Sotheby’s) and Yves de Launay (Sotheby’s) as they discuss the tax & estate planning and investment considerations for wine collecting.
Speakers:
• Jamie Golombek
Managing Director and Head, CIBC Tax and Estate Planning
• Jamie Ritchie
Chairman of Sotheby’s Wine and Spirits
• Yves De Launay
SVP and Head of Wine, Americas for Sotheby’s
Hosted by:
Jonathan Hass
Managing Director and Head CIBC Private Banking