Athletes

Email

Tel

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

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.