CIBC Private Wealth Management Blog
Jason Stoneman, CFA
Wealth Strategies

Unclaimed Property: What It Is and Why It's Important

Jason Stoneman
July 27, 2017

Download PDF   Maintaining an accurate understanding of your finances when your assets are divided among so many different places—property (including vehicles), insurance policies, various investment accounts—is a challenge. It’s important to have a clear view of your finances in order to plan for your financial future, but it’s easier than you’d think to underestimate or...
G2G Impact

Exploring Family Legacy at Nexus USA 2016

Jason Stoneman
January 19, 2016

  Atlantic Trust was pleased to sponsor the 2016 Nexus USA Youth Summit last week at the White House, where an impressive group of adults in their 20s and 30s converged to discuss critical political, socioeconomic and human rights issues facing our country today.     The three-day event guided participants through a variety of panel discussions, workshops and...