Your wealth strategies experience

Building wealth today doesn’t always look traditional. Maybe your net worth is made up of stock options and other equity compensation, real estate or other future financial windfalls. That kind of opportunity can be exciting—but it also comes with real decisions around risk, liquidity, taxes, and what comes next.

Year-end tax planning should be part of everyone's financial routine. This checklist serves as a starting point to think about items that are important to consider every year. We encourage you to speak with your CIBC Private Wealth advisor and outside tax advisors to help ensure that you are taking full advantage of all year-end tax savings opportunities.

Slow, steady growth remains the outlook—but not without risks. Chief Investment Officer Gary Pzegeo, CFA, and Head of Fixed Income Tim Musial, CFA, break down the effects of energy-driven inflation, the Fed’s next moves, and why higher corporate bond yields could shape business investment and earnings expectations heading into 2027.