Skip to Main Content
CIBC.com
CIBC Private Wealth
CIBC Websites
Client Login
Life Events
What We Do
How We Do It - Framework
Adding Value
Who We Are
Who We Help
Dealing with Retirement
Becoming a Beneficiary
Women in Charge
Market Outlook
Upcoming Events
Contact Us
CIBC.com
CIBC Private Wealth
CIBC Websites
Client Login
Joel Bumanis
Life Events
What We Do
How We Do It - Framework
Adding Value
Who We Are
Who We Help
Dealing with Retirement
Becoming a Beneficiary
Women in Charge
Market Outlook
Upcoming Events
Contact Us
Adding Value
500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
(403) 260-0499
Email us
Email
Tel
Adding Value
Registered Saving Solutions
Whether you’re saving for retirement or a child’s post-secondary education, registered accounts are tax-effective. We help you choose the accounts that are right for you, including Registered Retirement Savings Plans (RRSP), Tax-free Savings Accounts (TFSA) and Registered Education Savings Plans (RESP).
Financial Planning
Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.
Estate Planning
An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.
Business Transition Planning
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.
Investment Advice
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.
Charitable Giving
Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:
Click here
Opens in a new tab.