Examining the role of central banks during market anxiety, the best way to fund post-secondary education, exploring the covered call strategy, and how to realize tax savings in 2016.‚Äč
Is your investment portfolio in good shape? Read the Summer edition of Exchange for ways to assess your financial health. Plus, Jamie Golombek explains how to invest on behalf of your kids, and Benjamin Tal does a mid-year review of his 2017 forecast.
CIBC Investor's Edge Exchange
Man reading graphs
 
Hello,

It’s finally summer, and there has never been a better time to engage in healthy activities while discovering and exploring Canada. In celebrating Canada’s and CIBC’s joint 150th birthday, pick up a free Parks Canada 2017 Discovery Pass at any CIBC Banking Centre until the end of August, also join the parties and the conversations with celebrations across the country.

Summer is not only a good time to work on our physical health, it is also an opportune time to assess your financial health. This edition of Exchange includes information to help you with your financial planning and investment decisions.

In Do you have the right accounts to meet your goals? and Strategic Asset Allocation you’ll find pointers on choosing the types of accounts that fit your financial goals, and how to assess whether your portfolio has drifted over time, making it more difficult to meet your goals.

You encourage your children and grandchildren to build healthy habits. Is it ever too soon to start building investments for them too? That’s a good question, and one you can explore in Jamie Golombek’s How Young is Too Young for Investing?

In The Canadian Economy – Positive Momentum, Benjamin Tal provides a mid-year review of his 2017 forecast and advises on some things to consider for the second half of the year.

As you get outside and enjoy the summer months, remember to consider your financial health as well as your physical health. And, as always, I welcome your questions and feedback as we continue to elevate your experience as our valued client.

Andrew Turnbull
Managing Director and Head,
CIBC Investor’s Edge
andrew.turnbull@cibc.com
 

 
Pie chart
Strategic Asset Allocation
 
In this article we provide a more technical overview of asset allocation and key considerations to help you diversify your portfolio.
 
 
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Child at banking centre
How Young is Too Young for Investing?
 
When should you start talking with your children about budgeting and investing? Jamie Golombek shares tips for raising money-smart kids.
 
 
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Checklist
Do you have the right accounts to meet your goals?
 
Are you missing out on important investment advantages? Read about the four basic investment accounts that every Canadian should consider opening.
 
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Research Paper
Economics Research
Don’t miss the latest forecasts, analytics and insights, with articles from CIBC’s leading economists.
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Travel Percy
Foreign Cash, Delivered
Vacationing abroad this summer? Order your foreign currency online and we’ll deliver it straight to your door.


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CIBC Investor's Edge