CIBC Financial Planning and Advice

Financial Planning

Different Approach to Planning Can Build Relationships with Women

Why the industry needs more female advisors.

Featuring Carissa Lucreziano, CFP | March 7, 2023

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8 min 23 sec | Related Article

Financial Planning

How to Help Clients Cope with Inflation

Advisors can help clients build confidence.

Featuring Carissa Lucreziano, CFP | January 9, 2023

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3 min 24 sec | Related Article

Financial Planning

Strategies for Clients Struggling with Inflation

Advisors can help clients with debt and long-term goals.

Featuring Carissa Lucreziano, CFP | December 6, 2022

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6 min 37 sec | Related Article

Financial Planning

How Advisors Can Empower Female Clients

A different approach to communication and planning can strengthen relationships.

Featuring Carissa Lucreziano, CFP | March 7, 2022

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4 min 53 sec | Related Article

Financial Planning

How Advisors Can Support Women’s Growing Share of Wealth

Women may rely more on facts than their guts when making investment decisions.

Featuring Carissa Lucreziano, CFP | December 14, 2021

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4 min 29 sec | Related Article

2021 year end tax tips

“Tax planning should be a year-round affair. You want to make sure that you get all your tax affairs in order well before tax season,” advises Jamie Golombek, CIBC’s Managing Director, Tax and Estate Planning.

Featuring Jamie Golombek | November 30, 2021

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Tax & Estate

Golombek’s Year-End Tax Tips

Help your client with timely tax-efficient planning.

Featuring Jamie Golombek | November 29, 2021

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5 min 14 sec | Related Article

Tax & Estate

Tax Moves to Watch as Parliament Returns

Jamie Golombek breaks down the government's priorities

Featuring Jamie Golombek | November 17, 2021

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3 min 45 sec | Related Article