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CIBC Private Wealth Management Blog
Art Graper, CFP®

Asset Publisher

Investments

While You Were Sleeping: CIBC’s Foreign Exchange Team Works 24/7 for Clients

Art Graper, CFP®
August 11, 2020

Buying a house in another country can be a complicated process with many additional considerations and moving parts that can be difficult to navigate. It is not uncommon for wealth advisors to assist clients with real estate purchases—whether it is to invest in commercial real estate or purchase a second home. More rare, however, is when a client calls and needs help purchasing and closing on...
Wealth Strategies

Year-End Tax Planning Checklist: What You Need to Know

Art Graper, CFP®
December 18, 2018

Year-end tax planning should be a part of everyone’s financial routine. The checklist from our Wealth Strategies Group, included below, serves as a starting point. As always, we encourage you to speak with your CIBC Private Wealth Management advisor and outside tax advisors to help ensure that you are taking full advantage of all year-end tax savings opportunities. Income Tax Harvest...
Wealth Strategies

Traditional or Roth

H. Arthur Graper CFP®
November 12, 2014

Retirement-minded individuals have the option of choosing between the tax-deductible benefits of a traditional investment retirement account or the tax-free earnings growth of a Roth IRA. But which one is right for your retirement plan? Eligibility Anyone under age 70 ½ with earned income is eligible for a traditional IRA, and anyone with an earned income that does not exceed the 2014...