CIBC Private Wealth Management Blog
Wealth Strategies

4 Gifting Strategies That May Work for You and Your Family

Judy Saxe, AEP®, CAP®
February 18, 2020

This is the third blog in a three-part series that focuses on effective philanthropy. Part 1:  3 Steps to Begin (or Continue) Philanthropy Part 2:  4 Steps to Create a Plan for your Philanthropy With a multitrillion-dollar intergenerational wealth transfer set to take place over the next few decades—and a significant portion of that wealth earmarked for philanthropic...
Wealth Strategies

4 Steps to Create a Plan for your Philanthropy

Judy Saxe, AEP®, CAP®
February 11, 2020

This is the second blog in a three-part series that focuses on effective philanthropy. Read Part 1:  3 Steps to Begin (or Continue) Philanthropy Developing a path to achieving a philanthropic goal can be challenging. The approach must be clear enough to be actionable, yet flexible enough to adapt to changing circumstances. To determine your philanthropic path, it’s important for...
Wealth Strategies

3 Steps to Begin (or Continue) Philanthropy

Judy Saxe, AEP®, CAP®
February 04, 2020

This is the first blog in a three-part series that focuses on effective philanthropy. Part 2:  4 Steps to Create a Plan for your Philanthropy Part 3:  4 Gifting Strategies That May Work for You and Your Family Philanthropic giving can be an expression of your beliefs and values, a way to connect with others in the community or with family, and an opportunity to create a...
Wealth Strategies

The Aging Brain: What Does it Mean for You and Your Family?

Judy Saxe, AEP®, CAP®
May 08, 2019

The number of people in the United States living with dementia is growing exponentially year over year. According to the Alzheimer’s Association, an estimated 46.8 million people worldwide were living with dementia in 2015, and the number is believed to be close to 50 million people for 2017. By 2030, it’s projected that 75 million Americans will be affected by the symptoms of cognitive...
Wealth Strategies

Estate Planning: Relevant And Relatable

Judy Saxe, AEP®
February 12, 2019

Estate planning is not just for the ultra-wealthy. Anyone, regardless of financial circumstances or family dynamics, can benefit from the process. That’s because a comprehensive estate plan addresses more than how you want your assets distributed upon your death. Among other things, it should also designate a healthcare agent or surrogate if you’re unable to make medical decisions for...