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Popowich Karmali Advisory Group

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Holding hands to grieve can be a good way to find yourself after losing a loved one

How to Handle Your Finances After Losing a Loved One

Jordan DeFazio

August 20, 2025

If you’ve recently lost a loved one, managing finances can feel overwhelming. Start by gathering key documents like the death certificate, will, and account statements. Notify Service Canada, banks, a...

Read more Read more about How to Handle Your Finances After Losing a Loved One

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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.