Series

Wealth Planning Illuminated

Our experts shine a light on how to use  wealth in ways that are important to you.

Series

Wealth Planning Illuminated
Curating a legacy
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.
Wealth Planning Illuminated
Navigating real estate decisions for your family’s future
Family homes and vacation properties carry deep emotional significance and excitement. At the same time, transferring these cherished assets can sometimes lead to unexpected results and disputes among loved ones. Our expert panel addresses key considerations and strategies for managing and transferring real estate across generations.
Wealth Planning Illuminated
Aging wisely: Strategies for a secure future
As we age, making informed decisions becomes more critical than ever. In this conversation, our experts discuss Medicare essentials, strengthening self-advocacy and securing your legacy. Gain valuable insights and practical tools for a secure,
Wealth Planning Illuminated
The OBBBA and you: Understanding the new tax legislation
On July 4, 2025, President Trump signed the new law commonly known as the One Big Beautiful Bill Act (OBBBA). This sweeping Act extends or makes permanent many provisions of the 2017 Tax Cuts and Jobs Act while introducing many new tax provisions. Join our experts as we explore some key income tax highlights of the OBBBA and how they may impact you and your family.
Wealth Planning Illuminated
Cyber smarts: Protecting yourself in a digital age
Whether you dabble in online activities or transact most of your financial life online, our CIBC expert shares important information about cybersecurity to help you develop a safer digital experience for you and your family.
Wealth Planning Illuminated
The OBBBA and you
In this special edition of Wealth Planning Illuminated, Senior Wealth Strategists discuss the recently enacted legislation commonly referred to as the One Big Beautiful Bill Act, or OBBBA. While this legislation covers a lot of different areas, this discussion focuses on some of the individual income tax provisions that may impact you and your families.
Wealth Planning Illuminated
Strategic long-term investing
Curious as to how you can enhance your investment portfolio returns, reduce market timing risk, and lower costs over time? Join our experts as we explore the benefits of long-term investing while taking advantage of market opportunities.
Wealth Planning Illuminated
Retirement planning: ages and stages
Retirement is a significant goal for many, but the planning process can often feel intimidating. However, with thoughtful preparation, you can confidently chart an effective path toward a successful and enjoyable retirement.
Wealth Planning Illuminated
The Corporate Transparency Act
The Corporate Transparency Act is a law that goes into effect on January 1, 2024, and will impact many limited liability companies, limited partnerships and corporations. If you own or control an entity — whether for estate planning purposes or as an active business — it is important to know how this new law impacts you and how you can comply.
Wealth Planning Illuminated
Demystifying new job paperwork
Starting a new job at any age or stage may leave you feeling overwhelmed by the new-hire paperwork and benefit selections offered by your employer. Understanding and properly completing employment-related tax and benefit elections can be a key factor to success on your financial journey.

Let’s connect

It’s your wealth.
Together, we’ll make it your legacy.

Connect with an advisor