Related Solution
Wealth Planning
Aligning your ambitions with our expertise
to build a lasting financial legacy.
Beyond the portfolio: Acquiring, maintaining and protecting tangible assets
Answering the financial questions of the rising generations
August 25, 2026• Estate planning, Rising Generations, Wealth planning
Beyond the portfolio: Acquiring, maintaining and protecting tangible assets
Contributor
Daniel Blaustein
Senior Vice President•Director of Financial Planning & Senior Financial Planning Strategist
Related insights and perspectives
Wealth planning
Real talk on real estate
Curious about how real estate can play a role in your financial future? Join us for a candid conversation about what it really takes to build wealth through real estate — whether you prefer hands-on involvement or a more passive approach. Our CIBC
Wealth planning
Ask our experts: How do you stay financially fit at any age?
As we welcome the New Year, many of us set fresh goals for financial wellness and long-term prosperity. Join us as our experts share actionable insights and answer your questions on building and maintaining financial health—no matter where you are
Estate planning
Beyond the balance sheet
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.
