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

The Newsome Investment Group

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Events

Address 4110 Yonge Street Suite 600 Toronto ON, M2P 2B7
Telephone Number (416) 229-3301
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Events

Events

Plan Your Legacy with Confidence.

Oct 14, 2026 05:30 PM Eastern Daylight Time - Oct 14, 2026 08:00 PM Eastern Daylight Time

Join us for an informative seminar exploring essential steps to effective estate planning.

A thoughtful estate plan can help preserve family wealth, reduce unnecessary tax, protect the people you care about, and ensure your wishes and values carry forward to the next generation.

You’ll gain insights into

  • Preserving and transferring wealth efficiently

  • Tax planning considerations

  • Protecting loved ones and reducing financial uncertainty

  • Incorporating charitable giving

  • Building the right professional team around your estate

  • Communicating your intentions to the next generation

 

Speakers

  • Tyler Newsome, Associate Portfolio Manager at CIBC Wood Gundy

  • Julian Franch, Estate Lawyer at Cassels, Brock & Blackwell LLP

Whether you are developing an estate plan or reviewing an existing one, this seminar will provide practical considerations to help you plan with greater confidence.

 

To register, please click the RSVP link below.

If you encounter an issues with the RSVP link, email us at Mailbox.NewsomeInvestmentGroup@cibc.com or call 416-229-3301

RSVP RSVP to Plan Your Legacy with Confidence.

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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.