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Why less is more when it comes to investment decisions

Coreen T Sol

December 01, 2023

The fewer choices you face, the fewer opportunities there are for errors. Therefore, one way to reduce the effect of bias on your financial well-being is to make fewer decisions.

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Investment Executive: How to limit bias in investment decisions

Jonathan Got

December 01, 2023

Coreen Sol, senior portfolio manager at CIBC Wood Gundy in Vancouver and a former UBC Okanagan adjunct professor, spoke Tuesday at the annual FP Canada Financial Planning Conference about how clients’...

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Unbiased Investor: Reduce Financial Stress & Keep More of Your Money

New Years Resolutions Are More Effective When You Consider Your Values

Coreen T Sol

January 11, 2023

As the new year begins, it's time to think about how you can make 2023 our best year yet – financially. Your values are an important part of this process.

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A Professional Strategy Sample: Using a RESP to Your Advantage

Coreen T Sol

May 09, 2022

Financial strategies are learnable, repeatable and are reliably consistent in application. For example, a Registered Education Savings Plan (RESP) is a tax shelter flexible enough for more than just s...

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Portfolio Program Rebalancing

Coreen T Sol

June 11, 2020

Heading into the summer, and after a significant stock market rally, we are taking profits and reallocating them to preferred shares and short-term fixed income.

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Financial Planning during the Pandemic of 2020

Coreen T Sol

March 30, 2020

Below are some essential resources and financial planning assistance for clients and their families; details on pricing issues during extreme volatility; and an update on Telus shares post-split.

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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.


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