Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Français
Français
  • Home
  • About Us
    • Community
    • Blog
    • Contact Us
  • Services
    • Medical Professionals
    • Athletes
    • Empowering women
  • Responsible investing
  • Integrated Approach
  • Market reviews
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Sorelle Passo

  • Home
  • About Us
    • Community
    • Blog
    • Contact Us
  • Services
    • Medical Professionals
    • Athletes
    • Empowering women
  • Responsible investing
  • Integrated Approach
  • Market reviews
 

Athletes

Athletes

Email Email
Telephone Number Tel

Financial Planning for Athletes

Athletic careers are unique. They often begin early, progress quickly, and can change unexpectedly. That’s why having a financial strategy from the beginning is just as important as training for your sport.
Whether you’re a student athlete, emerging professional, established competitor, or retired athlete, smart financial planning can help you maximize today’s opportunities while protecting your future.

Why Start Early?


The earlier you begin, the more opportunities you have to:
Build long-term wealth through disciplined investing
Create financial security beyond your athletic career
Prepare for career transitions
Protect your income and assets
Plan for retirement long before your playing career ends
Reduce financial stress so you can focus on performance
Athletes often face unique financial challenges, including fluctuating income, sponsorship opportunities, taxes, career longevity, and planning for life after sports. Working with a financial professional who understands these complexities can make a meaningful difference.

My Commitment


I provide personalized wealth management strategies designed around your career, lifestyle, and long-term goals. My objective is to help you make informed financial decisions that support your success both during and after your athletic career.
Your career may have seasons—but your financial future should last a lifetime.


Ready to Build Your Financial Future?


Whether you’re just starting your athletic journey or preparing for your next chapter, let’s create a financial strategy that grows with you.
Book a meeting today and start building a game plan for lifelong financial success.

 

Important facts 

 

Athletes are part of an exclusive group that requires specialized wealth management expertise to meet their unique needs. Statistics show that up to 90% of a professional athlete's lifetime earnings will be generated before the age of 35, with a 70% chance of filing for bankruptcy or facing severe financial pressure within five years after retiring. It is therefore essential to have a comprehensive financial plan that evolves and adapts as you progress through your career.

 

Click here to request an appointment.

Middle aged couple reviewing documents with their advisor.

Holdcos for investment purposes

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?

Learn more Opens in a new tab.
Brother and sister with beach ball running on driveway while parents watch them.

U.S. vacation property planning for Canadians

If you own a vacation property in the United States, taxes could be substantial when you eventually gift, transfer or sell the property.

Learn more Opens in a new tab.
Happy multinational family with kids prepare vegetable salad in kitchen

The strategic use of trusts

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

Learn more Opens in a new tab.
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.