CIBC Private Wealth Management Blog
Ryan Christine Coulson
Wealth Strategies

New Ways to Help the Rising Generation: Give Them an Earful

Ryan Christine Coulson
May 29, 2018

Download PDF   CIBC Atlantic Trust developed its G2G Impact (Generation to Generation) program in response to the recognition that “wealth” in terms of a number can’t always be sustained, but that real family wealth can. As part of the program, we created a new podcast series to offer objective, bite-sized information about financial and wealth-related topics that can initially seem...
Wealth Strategies

A Pre-Wedding Meeting with a Financial Advisor Can Smooth the Path to Marital Bliss

Ryan Christine Coulson
January 11, 2018

Download PDF   For most people, getting married is one of the happiest milestones in life, and the months leading up to the big day are full of excitement. Choosing a venue, making the guest list, ordering the flowers—these are all essential tasks for the happy couple. But there’s another important undertaking that no couple can afford to neglect, and that’s getting the financial...
Wealth Strategies

Modern Family Structures Raise New Issues in Estate Planning

Ryan Christine Coulson
November 21, 2017

Download PDF   Part II: Assisted Reproductive Technology Creates New Challenges While the pace of technological development is increasing, the ability of the law to keep up is not. These developments are having a drastic impact on the way we live, and the world is radically different today than it was just twenty years ago. And science is affecting us at the most basic level,...
Wealth Strategies

Modern Family Structures Raise New Issues in Estate Planning

Ryan Christine Coulson
November 14, 2017

Download PDF   Part I: The Challenge of Blended Families Families today can look a lot different than they did in years past. The prevalence of divorce has led to more complex family structures, coupled with the fact that the divorce rate for adults over 50 has roughly doubled in the past 25 years . When younger people divorce, both spouses often go on to remarry and...
Wealth Strategies

How to Choose a Trustee

Ryan Christine Coulson
November 09, 2017

Download PDF   In its simplest form, a trust is a legal structure created to hold and manage assets for the benefit of a beneficiary. If you’re the grantor, you might create a trust for any number of reasons; perhaps to shield assets from creditors, safeguard assets for a beneficiary who is a child, or avoid the trouble and expense of probate. No matter why it is created, every...