Insights

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

Your financial plan helps determine your goals and a road map to achieve them. Together with our CIBC partners we have the expertise and tools to create your dynamic plan that changes as your priorities do.

U.S. transfer taxes may arise when assets are transferred to others during lifetime or upon death.

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?

For many families, trusts can play an integral role in the planning process.

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

Gain insights from our economic 12-month forecast that analyzes how markets might be affected.

This daily bulletin highlights key economic and international events driving markets, the biggest stock movers and benchmark values.

Connect with us about some of CIBC's best equity investing ideas for your portfolio.

An overview of upcoming economic data releases and insights into economic themes influencing equity and foreign exchange markets.

CIBC economists discuss relevant local and global themes.