Our Investment Advisors & Teams
Federal Budget 2024
CIBC Women’s Circle
CIBC Women’s Circle
Our Women’s Circle offers a curated collection of articles, videos, events and insights to help you build, protect and manage your wealth.
U.S. vacation property planning for Canadians
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.
2023 Tax Toolkit
2023 Tax Toolkit
Discover top tax tips, 2023 tax tables, rates and much more in the CIBC Tax Toolkit.
Exclusive Webcast: What will the spring bring?
Exclusive Webcast: What will the spring bring?
Thursday, March 30th at 4:00 pm ET with CIBC experts Benjamin Tal, Jamie Golombek and Kate Lazier.
A MUCH BETTER YEAR IN 2023 THAN 2022?
A MUCH BETTER YEAR IN 2023 THAN 2022?
Ian de Verteuil reviews opportunities for the year ahead in Canadian equity markets.
TAKING ADVANTAGE OF TAX-LOSS SELLING
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.
Video: U.S. midterms and markets—Insights from David Donabedian
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.
2022 federal budget
Come join the CIBC Wood Gundy Belleville team!
Come join the CIBC Wood Gundy Belleville team!
Learn more about how you can build your career with CIBC Wood Gundy in Belleville.
CIBC Wood Gundy Belleville Blog
CIBC Wood Gundy Belleville Blog
Click to learn more and stay informed about the CIBC Wood Gundy Barrie branch blog. Feel free to contact us for more information.
Our Wealth Management Services
Our Wealth Management Services
Your ambitions deserve unique solutions. We offer customized support and advice that can address your financial needs.
ACCESS YOUR DOCUMENTS ONLINE, ANYTIME, ANYWHERE
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.
Strategic philanthropy
Strategic philanthropy
There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.
Charitable gifts: wills vs. beneficiary designations
Charitable gifts: wills vs. beneficiary designations
The pros and cons of naming a charity in your will versus designating the charity as a beneficiary of a registered plan.
Key estate planning documents
Key estate planning documents
When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.
On CIBC Miracle Day, we’re creating a world without limits to ambition
On CIBC Miracle Day, we’re creating a world without limits to ambition
On December 6th, we’re celebrating CIBC Miracle Day. Since 1984, CIBC Miracle Day has raised over $272M for children's charities.
Holdcos for investment purposes
Holdcos for investment purposes
Many Canadians own investment portfolios through a holding company (a “Holdco”) for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?
Estate preservation and enhancement
Estate preservation and enhancement
An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.
Charitable estate gifts
Charitable estate gifts
Making a charitable gift in your will is a great way to benefit the community and save taxes.