Guidance for every step of your wealth journey

Author Charmaine Wilkerson discusses "Good Dirt," a sweeping story in which a family heirloom becomes a vessel for history, identity, grief, and renewal. Then, CIBC's Linda Beerman, Head of Wealth Strategies, shares insights into the practical and emotional intricacies of preserving and passing on tangible personal property.

Comprehensive wealth planning is about more than tax efficiency, investment strategy and the orderly transfer of financial assets. It is also about helping families prepare for the practical and emotional realities that come with wealth transfer.

Collectibles and personal property often hold deep personal significance alongside financial and legacy value. In this webinar, experts from CIBC Private Wealth outline important wealth planning considerations for these assets, including preservation, valuation, transfer, gifting and sale, and approaches to help families navigate decisions with greater clarity and less conflict.

A recent New York City pied-à-terre surcharge is drawing attention from owners of high-value residential properties, particularly those who maintain a home in the City and it is not their primary residence.

Whether you’re building your own art collection, inheriting family gems, or just want to make the most of what you own, our experts will break down practical tips to help you assess, manage, and safeguard your tangible assets.