CIBC Private Wealth 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 – Taking the temperature: What's next for the Canadian economy – April 2025

WATCH ON DEMAND – Retirement; a key life transition for women, insights into planning and fulfilling decisions – November 2024

WATCH ON DEMAND – Is growth sustainable? A semi-annual outlook on investing and financial markets – June 2024

WATCH ON DEMAND –  Protecting yourself: Cybersecurity and AI – April 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.
 

The Annual Economic Outlook Breakfast - 2025

One of the most anticipated events in the financial industry at the start of a new year is the annual Economic Club of Canada's Economic Outlook Breakfast. This year, the event was held on the morning of January 9 at the Sheraton Hotel in downtown Toronto.

For the past several years, my team and I host a table at this event, inviting clients and their guests who wish to gain access to this timely information. Regardless of the type of investor, this presentation offers attendees a valuable opportunity to gain a deeper understanding of the trends and forces shaping the global economy and features what's ahead for the future economic landscape.
 

This year's panel of distinguished chief economists, including CIBC's Avery Shenfeld, shared their expert insights and predictions for the coming year and was moderated by CTV News’ Vassy Kapelos.
 

For over 30 years, our focus is our commitment to empowering clients and their families to live happier, more productive lives through effective communication, education and building and maintaining trusting relationships.

Therefore, if you would like to learn more about this event, or are interested in attending next year's economic outlook breakfast, connect with us and we will be happy to add you to our guest list: thepowerinvestmentteam@cibc.com

Our purpose...our clients

Last year, 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
 

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.

Last year, 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 905 804-2240.