CIBC PRIVATE WEALTH - FAMILY OFFICE WEBINAR SERIES

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

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

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

High achievers will agree that the path to success does not require knowing it all and doing it all yourself. As John F. Kennedy once said, "The art of success is knowing how to surround yourself with the best." Join us and listen to our experts discuss legal and tax concepts, as well as advice and practical solutions that will help give women the tools to invest in organizing their affairs. Men are also welcome!

Speakers
• Andrée-Anne Potvin, Notary and Tax Expert, PNCF Inc
• Nahil Mustapha, Notary and Senior Advisor, Estates and Trusts, Trust Services CIBC
• Marie-France Delisle, Portfolio Manager, CIBC Wood Gundy

Host
• Jacinthe Marquis, Director of CIBC Wealth Strategies

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

Many disorders associated with brain-aging affect women, either directly or indirectly. Please join us on World’s Alzheimer’s Day as we hear from thought leaders on protecting cognitive vitality and preventing brain-related illnesses, their personal experiences in coping with a spouse suffering with Alzheimer’s, and what you can be doing now to financially prepare yourself, your family and your estate.

Speakers
• The Hon. Lisa Raitt PC, Vice-Chair, Global Investment Banking, CIBC Capital Market
• Lynn Posluns CM, President & CEO Women’s Brain Health Initiative
• Pat Marshal CFP, TEP, FEA and CIM, Director, CIBC Wealth Strategies

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

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

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