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Your journey inspires us
We’re proud to be part of our clients’ journeys and to help them make their ambitions real.
Responsible investing: a cornerstone in modern portfolio management
Responsible investing has evolved significantly over the years, but its growth and adoption have never been greater. Environmental, social and governance (ESG) factors can be integrated at the beginning of the portfolio management process or incrementally over time.
Holding companies for investment purposes
Many Canadians own investment portfolios through a holding company, also known as a Holdco, for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?
Holdcos for investment purposes (PDF, 275 KB) Opens in a new window.
Charitable estate gifts
Making a charitable gift in your will is a great way to benefit the community and save taxes.
Charitable estate gifts (PDF, 655 KB) Opens in a new window.
For the kids: sharpening your RESP know-how
It’s never too early to invest in a child’s education.
For the kids: sharpening your RESP know-how (PDF, 285 KB) Opens in a new window.
We’re building a world without limits to ambition on December 1
Join us in thanking our clients and the charities we support on CIBC Miracle Day™.
