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The Tufford Financial Group

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An advisor and her client reviewing tax planning strategies for the year ahead.

Tax planning beyond the filling season  

CIBC Private Wealth

January 30, 2026

The most impactful tax decisions often unfold over time. A coordinated approach can help keep tax planning aligned with your broader wealth strategies. 

Read more Read more about Tax planning beyond the filling season  
Two hands holding a heart shape.

The tax incentive to gift securities

CIBC Private Wealth

June 08, 2023

Read more Read more about The tax incentive to gift securities
Stones stacked upon one another at a beach on a beautiful sunny day

Managing emotions when investing

CIBC Private Wealth

May 07, 2023

Staying the course through market volatility can help you achieve long-term goals.

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Young Asian business woman discussing financial planning with small business owner at cafe coffee shop.

RRSPs: A smart choice for business owners

CIBC Private Wealth

January 13, 2023

Read more Read more about RRSPs: A smart choice for business owners
Multiethnic couple handshake with consultant at home.

What’s the difference? Trusted contacts and powers of attorney

CIBC Private Wealth

September 19, 2022

Appointing a trusted contact person (TCP) and a power of attorney (POA) can help protect your financial interests, but how do they differ?

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Father and daughter cooking marshmallows on campfire.

Looking to transfer your vacation property to future generations?

CIBC Private Wealth

July 14, 2022

Let’s unpack the potential tax implications of leaving your vacation property to future generations.

Read more Read more about Looking to transfer your vacation property to future generations?
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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.