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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Williamson Wealth Advisory

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Special Reports

Address 200 King Street West 8th Floor Toronto ON, M5H 3T4
Telephone Number (416) 594-7448
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Special Reports

Person looking at papersRethinking your estate plan: Beyond the traditional will

Kate Lazier - January 2025

 

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Business woman crunching numbers2025 Tax Toolkit

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Lady reading pagesEnhanced Trust Reporting Rules (updated)

Jamie Golombek and Debbie Pearl-Weinberg - August 2024

 

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A balanced scale with a house on one end and coins on the otherEstimating the Cost of Settling Your Estate

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Person looking at pagesBlinded by the “Refund”: Why TFSAs may beat RRSPs as better retirement savings vehicles for some Canadians

Jamie Golombek - August 2022

 

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array of piggy banks in saturated colorsRetirement Savings Guide

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businessman use electronic pen writing risingCreating Retirement Income with Registered Assets

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creative abstract money savings sketch on laptopImportant Limits for Registered Plans

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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.

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Mature couple smiling in athletic attire and while wearing pink ribbons.

Strategic philanthropy

There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.

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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.

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A smiling married elderly couple holding hands.

Charitable estate gifts

Making a charitable gift in your will is a great way to benefit the community and save taxes.

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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.