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

The Power Investment Team

  • Home
  • About us
    • Our team
    • Our approach
    • FAQ's
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  • Services
    • Our solutions
    • Investment Consulting Service
    • Portfolio Partner
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  • Education
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  • Empowering Women
  • Contact us

Resources

Address 1 City Centre Drive Suite 1100 Mississauga ON, L5B 1M2
Telephone Number (905) 804-2240
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Resources

 CIBC Private Wealth 2024 webcasts


The Power Investment Team's commitment to clients is to provide accessible, engaging, and convenient experiences that facilitate knowledge, including access to timely and current information online.

Therefore we are pleased to offer you access to our exclusive CIBC Private Wealth webcasts. If you missed any of these webinars live, you can access the replays via the links:
 

WATCH ON DEMAND  – Is growth sustainable? A semi-annual outlook on investing and financial markets – June 2024
WATCH ON DEMAND  – Beyond the field: Embracing resilience and strength with Christine Sinclair – May 2024
WATCH ON DEMAND  – Federal Budget 2024: Navigating its impact and opportunities in today's economy – April 2024
WATCH ON DEMAND –  Protecting yourself: Cybersecurity and AI – April 2024
WATCH ON DEMAND –  Exploring the evolving landscape of sustainable investment and social impact – March 2024
WATCH ON DEMAND –  Breaking down silos around women’s health and wealth – February 2024
WATCH ON DEMAND – Navigating 2024: Geopolitical climate and economic outlook – January 2024

 

As always, if you have questions or require more information about what's been presented in the webcasts, connect with our team thepowerinvestmentteam@cibc.com or call 905 804-2240.

We are committed to empowering our clients through effective communication, education and building and maintaining trusted relationships.
 

 

Our purpose...our clients

Advisory panel of wealth advisorsAdvisory panel of wealth advisors


Last month, I attended a conference with some of my colleagues from across Canada. Some of us were asked to participate in a business session that discussed client service and elevating our clients’ experience.  It was great to share ideas and collaborate with like minded wealth advisors like myself.


Though we run our businesses in different parts of the country, there was one common theme among us; nothing is more paramount than creating enduring value for our clients and their families. We’re honored to be part of their journey, ensuring their legacy is protected.

 
An economic presentation featuring Benjamin Tal & Murdo MacLean
 
CIBC Private Wealth, The Waiting Game by Benjamin Tal, Visual of Hour Glass   Walter Scott, BNY Mellon, Investment Management, Investment Review, CIBC Asset Management 


The Power Investment Team recently hosted a successful and thought-provoking investor event featuring Benjamin Tal, Deputy Chief Economist, CIBC World Markets Inc. and Murdo MacLean, Client Investment Manager, Walter Scott & Partners Ltd.

Benjamin is Managing Director, Deputy Chief Economist, CIBC World Markets Inc. He is a member of our economic team that is responsible for analyzing macro-economic developments and their implications for fixed income, equity, foreign exchange and commodities markets. Ben also acts in an advisory capacity to bank officers on issues related to wealth management. With over 20 years’ experience in the private sector advising clients, industry leaders, corporate boards, trade associations, and governments on economic and financial issues, Ben is also a regular commentator in the media and a member of The Economic Committee of The Canadian Chamber of Commerce, The Economic Development Committee of the Toronto Board of Trade.

Murdo is a Client Investment Manager and joined Walter Scott in 2006 where he spent 12 years in the Research team, focused on Japanese and US equities. He joined the Client Service team in January 2019. Prior to joining Walter Scott, Murdo lived and worked in Japan for six years. He holds a BA (Hons) in Japanese and Marketing from the University of Stirling and level 1 Japanese language proficiency test.

Our client presentation was very well-received, featuring economic and engaging interactions among our speakers and audience. If you weren't in attendance, contact us to receive your complimentary copy of timely information that was discussed.

Are you interested in attending similar events like this in future? Connect with our team to be added to our guest list: thepowerinvestmentteam@cibc.com or call 905 804-2240.

 

 

 

Tax-efficient investing for business owners…how to keep more and grow more.

 

Recently, our team held a breakfast event for our business owner clients. The information presented shed light on a topic that is top of mind as we embark on tax season in the coming months.

Our guest speaker, CI Global Asset Management’s Vice President of Tax, Retirement & Estate Planning, Wilmot George Jr. discussed tax-efficient investing for business owners, with a specific look at taxation strategies for corporate income. It was great to see like-minded business owners coming together for this timely topic and discuss how this information assisted them.

 

 

If you own a business and would like to learn about the various tax opportunities you can discover by working with our team, contact us and we'll also add you to our guest list for our upcoming events. We look forward to hearing from you. Email: thepowerinvestmentteam@cibc.com or call 905 566-3352.

 
Three friends clasping hands on deck of boat

Building family wealth with registered plans

Registered plans can have a big impact on family wealth.

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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.

Learn more Opens in a new tab.
 
Group of senior women talking about the paintings in a gallery.

The tax treatment of art and other collectibles

Whether you collect art, stamps or antique furniture, you should be aware of the tax consequences that occur when you ultimately dispose of these items, either by sale, gift or upon death.

Learn more Opens in a new tab.
 
Woman on a couch looking at her laptop

ACCESS YOUR DOCUMENTS ONLINE, ANYTIME, ANYWHERE

With CIBC Wood Gundy Online, you can safely access your account statements and other documents online as soon as they are available. Contact us today to help you get access.

 
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.

Learn more Opens in a new tab.
 
2. A couple sitting at the kitchen table looking at a sheet of paper in front of an open computer

Individual Pension Plan (IPP)

Working together, we can create a retirement plan that includes solutions like an Individual Pension Plan (IPP) to help you transition to a comfortable retirement.

An IPP is a defined benefit pension plan that typically provides significantly higher contributions than those permitted within a Registered Retirement Savings Plan (RRSP), when certain age and income conditions are met. That means you could have more tax-sheltered savings for retirement.

 
A group of people planting a tree

Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

Click here Opens in a new tab.
 
Two men talking in the lobby of an office

TAKING ADVANTAGE OF TAX-LOSS SELLING

Jamie Golombek walks us through tips for tax-loss selling and the unique opportunity that foreign exchange may hold this year.

Watch the video Opens in a new tab.
 
US and Canadian flags outside office building

Video: U.S. midterms and markets—Insights from David Donabedian

Watch some timely and compelling insights from our chief investment officer at CIBC Private Wealth U.S. and understand what it means for Canada.

Watch Now Opens in a new tab.
 
 
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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.