Events
Financial Literacy for The Next Generation
Dec 13, 2022 09:00 PM Eastern Standard Time - Dec 13, 2022 10:00 PM Eastern Standard Time
Financial literacy is the foundation of your relationship with money and the earlier you start learning, the better off you’ll be. If you’re 18-25 years old and just starting your lifelong journey of financial learning, please join us as we hear from thought leader, Preet Banerjee, on personal financial management, budgeting and investing.
Speaker
• Preet Banerjee – Keynote Speaker and Management Consultant
Planning for summer cottages and winter condos
Nov 24, 2022 09:00 PM Eastern Standard Time - Nov 24, 2022 10:00 PM Eastern Standard Time
Whether you own a cottage in Canada or a condo in the US, it’s never been more important to have the suitable tax and estate planning considerations in place. Please join us as we hear from two subject matter experts as they discuss what you need to know when planning for your vacation properties
Speakers
• Jamie Golombek, Head of CIBC Tax and Estate Planning
• Christine Perry, Partner, Gowlings WLG LLP
What to Consider When Exiting a Business
Oct 27, 2022 08:00 PM Eastern Daylight Time - Oct 27, 2022 09:00 PM Eastern Daylight Time
Selling a business is never easy and entrepreneurs often focus on one aspect of the sale to the detriment of the larger picture. Please join us as we explore some of the key areas you should be considering before you sell your company, including the practicalities of the sale process; some key tax considerations you should take into account before selling; and what life looks like for the family enterprise post-sale.
Speakers
• Trevor Gough, Managing Director and Head, CIBC Mid-Market Investment Banking
• Jamie Golombek, Head of CIBC Tax and Estate Planning
• Susan Wood, Director of CIBC Wealth Advisory
Philanthropy doesn’t always mean donating money
Aug 04, 2022 08:00 PM Eastern Daylight Time - Aug 04, 2022 09:00 PM Eastern Daylight Time
Canadians are increasingly being strategic and deliberate in their philanthropic endeavors. While historically this has led to questions about the ideal structure, for some the conversation is turning to the method of funding. Please join us as we hear from subject matters experts on how the use of appreciated shares, insurance and even private capital may be suitable alternatives to donating cash.
Speakers
• Kate Lazier, - Director of Philanthropy, CIBC
• Anne-Marie Isaacson, CIBC Estate Planning Specialist
• Maria O’Reilly, General Manager, The Upside Foundation
Trends in Real Estate
Jun 23, 2022 08:00 PM Eastern Daylight Time - Jun 23, 2022 09:00 PM Eastern Daylight Time
Please join us for a fireside chat with two thought leaders in the Canadian real estate sector, as they discuss current trends and future outlook, and share their thoughts on key issues including the housing shortage, the impact of Return to Office on the urban vs suburban debate, and what affect the Federal and Provincial Governments will have on the real estate market.
Speakers
• Calvin Younger, SVP and Head, CIBC Real Estate Finance Division
• Benjamin Tal, Managing Director and CIBC Deputy Chief Economist
Cybersecurity: taking it to the next level of protection
May 31, 2022 08:00 PM Eastern Daylight Time - May 31, 2022 09:00 PM Eastern Daylight Time
With more than two-fifths of Canadians having faced cybersecurity attacks since the beginning of the pandemic, there is an increased need for family enterprises to be deliberate in their cyber approach. Please join CIBC Family Office as we discuss what is the key training, awareness and planning you should be considering to meet your cybersecurity goals.
Speaker
• Joe LoBianco – Senior Vice President & Chief Information Security Officer
The Art and Science of Collecting
Apr 28, 2022 08:00 PM Eastern Daylight Time - Apr 28, 2022 09:00 PM Eastern Daylight Time
Please join us as we hear from thought leaders on some key questions you should be considering as you navigate the art industry. How do you begin to collect art and how do you decide when to consider selling? Who are the key players in the art industry, how can they assist you as you collect art and what impact do they have on the market? And finally, what should you be considering once you own art from a tax and estate perspective.
Speakers
• Debbie Pearl Weinberg – Executive Director, Tax and Estate Planning
• Leah L. Carey – Fine Art Appraiser and Advisor