Tax-efficient investing

500 Centre Street SE 27th Floor Calgary AB, T2G 1A6

(403) 260-0568

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Tax Management

Selecting Investments and Building Portfolios with Tax consequences being top of mind
Helping clients focus on important tax strategies (TFSA, RRSP & RESP contributions), income splitting and minimize taxable income.
Preparing Customized Tax Reporting documentation
Coordinating efforts with other tax and legal advisors to best serve the client’s interests

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.