Do you have substantial assets that you want to pass on to beneficiaries now? Would you like to avoid erosion of your estate from recurring taxes every time assets are passed from one generation to the next?

As uncertainty continues, we believe our approach of investing in quality companies is the appropriate prescription to financially endure this crisis. CIBC Private Wealth highlights how our five largest equity strategies have performed this quarter, and how we are taking advantage of the market volatility in the midst of this pandemic.

Time will tell if COVID-19 does indeed accelerate de-globalization and what the extent of the impact may look like. In the meantime, we are considering what the shifts in longer-term investment underpinnings may be, including potential investment opportunities and risks as well as implications on the economy and financial markets.

Do you have loved ones you want to help, but aren’t ready to give away significant assets yet? Would you like to take advantage of the low interest rate environment and transfer wealth in a cost-effective way with minimal transfer tax consequences?

In this podcast, Chief Investment Officer Dave Donabedian shares insights on the current economic situation.

Do you have a taxable estate and high-growth potential assets that have dropped in value? Would you like to transfer more of your wealth to future generations in a transfer tax efficient manner?

How are international markets behaving in this uncertain world? Our International Growth Strategy team shares their insights on global markets in the current environment.

We’re already giving thought to what the world will look like when we’re past the worst of the coronavirus.

Would you like to transfer wealth to your family, but are concerned about relinquishing complete access to it now?

The latest FOMC announcement provides further detail on programs already established.

The current market downturn is an opportunity to potentially save on income taxes and generate income tax-free growth for retirement savings as markets recover. This could be accomplished through a Roth IRA conversion.

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

Listen to Chief Investment Office Dave Donabedian, CFA discuss recent economic developments.

We provide a summary of key issues in the $2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

Do you have assets that have dropped in value, but you expect those assets to recover over the next two or more years? Would you like to transfer some or all of that expected appreciation to your children or other beneficiaries?