The benefits of working with a Wood Gundy advisor to help achieve your financial goals

CIBC Private Wealth

February 01, 2024

Achieving financial security is a multifaceted journey that demands both sound advice and strategic planning—which means selecting the right financial guidance can be one of your most crucial decision...

Canadians should expect inflation to remain high—and more rate hikes

CIBC Private Wealth

July 26, 2023

The Weekly Take June 16th, 2023 - Want to sleep better? Work with a Financial Planner!

Peter Galbraith

June 16, 2023

The 2023 Financial Stress Index from FP Canada, just came out, taking the pulse of financial stress across the country. With nearly half of Canadians losing sleep of their finances. How does your exp...

The Weekly Take May 26th, 2023 - Hard Conversations Part 3 - Talking to your Power(s) of Attorney

Peter Galbraith

May 26, 2023

Ultimately your Power of Attorney is supposed to act in your best interest so it is critically important that they understand both your general wishes as well as your specific goals.

The Weekly Take May 5th, 2023 - Hard Conversations Part 1 - Talking to your executor

Peter Galbraith

May 05, 2023

There are lots of hard conversations to have, hopefully we can make a discussion with your executor a little easier.

The Weekly Take April 21st, 2023 - Can an AI give me financial planning advice?

Peter Galbraith

April 21, 2023

Given the many, many ways that ChatGPT and other AI are inundating the news cycle - it was only a matter of time before we had to write about it. Before you let an AI manage your financial life, lets...