Do I need a will? Age and stage considerations for estate planning

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.

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.

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.