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Wealth Insights Winter 2018
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YEAR‑END ACTION PLAN:
BE PREPARED FOR TAX CHANGES

CIBC Tax and Estate Planning expert Jamie Golombek shares his 2017 year‑end tax‑planning tips, and provides insights on the proposed tax changes for small‑business owners.

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In this edition—exploring year‑end tax‑planning tips, the benefits of business transition planning, investing in currencies, supporting your aging loved ones, and beating the queues at some of the world’s most tranquil ski slopes. On a personal note, I wish you and your loved ones a joyous and peaceful holiday season, and a happy New Year. As always, please contact me to discuss your unique wealth needs.

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The Recipe For Business Transition Success

Have you created a strong succession plan to address your transition from the business to your next adventure? Find out about one CIBC client’s positive experience.

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Managing Currency Ups And Downs

“A broad exposure to a basket of foreign currencies helps to diversify portfolios and reduce volatility over time.”

—Luc de la Durantaye, Managing Director,
Asset Allocation and Currency Management

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Family talking

Healthwise: Supporting Your Aging Loved Ones

Having an open dialogue with your aging loved ones about cognitive decline means you will be better prepared if it occurs.

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Andermatt, Switzerland

Beat The Queues: Discover The World’s Most Tranquil Mountain Resorts

From the French Alps to Japan’s Hokkaido mountains, here are the places where you can enjoy a serene ski getaway this winter.

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“CIBC Private Wealth Management” consists of services provided by CIBC and certain of its subsidiaries, through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC World Markets Inc. and ISI are both Members of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. CIBC Private Wealth Management services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.

Any calculations contained in this newsletter are for illustration purposes only. This is not a guarantee of future performance. Clients are advised to seek advice regarding their particular circumstances from their personal tax advisor. © CIBC 2016. All rights reserved.

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