CIBC PRIVATE WEALTH

With the changing inflationary environment, you may be wondering how this will impact the future of real estate around the world. Please join CIBC Family Office where our experts will discuss the future outlook of the real estate market.

Presenters:
Calvin Younger
Senior Vice President & Head, Real Estate Finance – Canada

Benjamin Tal
Managing Director and Deputy Chief Economist
CIBC Capital Markets

Hosted by:
Lana Robinson
Head, Ultra-High Net Worth, Private Banking and CIBC Family Office

Trust helps encourage better collaboration, innovation, and creates a sense of belonging within a family. Please join CIBC Family Office as we hear from Dr. Rumeet Billan, an expert on strategies to best navigate and adapt trust in our daily lives.

Presenters:
Dr. Rumeet Billan
CEO and Owner of Women of Influence and President and CEO of Viewpoint Leadership

Hosted by:
Lana Robinson
Head, Ultra-High Net Worth, Private Banking and CIBC Family Office

Collectibles can be a great way to fuel your hobbies and passions while diversifying your assets. Please join CIBC Family Office as we explore the lucrative opportunities of collecting for personal passion and investment. Our experts will discuss how to begin collecting, taxes, selling opportunities and estate planning considerations.

Presenters:
Jamie Golombek
Managing Director, Tax and Estate Planning

Sotheby’s Professional

Hosted by:
Lana Robinson
Head, Ultra-High Net Worth, Private Banking and CIBC Family Office

Please join CIBC Family Office as our Chief Economist, Avery Shenfeld, reflects on 2024 and provides an economic outlook for 2025. We will provide market insights and take a deep dive into what the key opportunities and risks are for investors and how to navigate the economy in the upcoming year.

Presenters:
Avery Shenfeld
Managing Director & Chief Economist
CIBC Capital Markets

Hosted by:
Lana Robinson
Head, Ultra-High Net Worth, Private Banking and CIBC Family Office

Deciding which charities to support is not always easy. If you’re 18-25 and curious about opportunities to creating a meaningful impact or how to become more strategic with your charitable giving, our subject experts are here to help. Please join CIBC Family Office as we discuss tips on how you can navigate and create a positive and meaningful impact.

Presenters:
Kate Lazier
Director, Philanthropy and Legacy Planning
CIBC Private Wealth

Ronan Ryan
Senior Director, Community Relationships & CIBC Foundation

Hosted by:
Lana Robinson
Head, Ultra-High Net Worth, Private Banking and CIBC Family Office

After the year that was 2023, we’re left with many questions about the new year ahead, especially when it comes to making sense of the current economy, and the overall global and geopolitical climate.

Admiral James Stavridis, Vice Chair, Global Affairs of The Carlyle Group and Chair of the Board of Trustees, Rockefeller Foundation will provide a view of what is on the horizon for the political landscape, and Benjamin Tal, Managing Director and Deputy Chief Economist, CIBC Capital Markets will discuss what to expect from the economy in 2024. Join us to gain valuable insights into the year ahead.

Speakers
Benjamin Tal
Managing Director and Deputy Chief Economist, CIBC Capital Markets

Admiral James Stavridis, usn, ret.
Vice Chair, Global Affairs of The Carlyle Group and Chair of the Board of Trustees,
Rockefeller Foundation

Host
Wilma Ditchfield
Senior Vice-President, National office of CIBC Private Wealth and Imperial Service

Prioritizing well-being and wealth is important for women of all ages, given the inequities and misconceptions around health issues as they age. We welcome you and your family to join us for an intimate conversation between Sinai Health’s Dr. Wendy Wolfman, global trailblazer in women’s health, and Lana Robinson, CIBC’s own leader in wealth, where they’ll discuss proactive planning to meet the unique needs of every stage in a woman’s life.

Speakers
Lana Robinson
Head, Ultra-High Net Worth, Private Banking and CIBC Family Office

Dr. Wendy Wolfman
Director of the Menopause Clinic and The Premature Ovarian Insufficiency Clinic,
Sinai Health & Professor, Dept of OBGYN, University of Toronto

Host
Margaret Adaniel, CM
Vice President, Imperial Service and Wealth
Digital, Marketing and Communications

With different personalities and dynamics within a family, it may be challenging to make decisions together. Please join CIBC Family Office as we highlight various strategies and best practices for approaching family governance and bridging intergenerational disconnect.

Presenters:
Lucio Riccio, BA, CFP, FEA, TEP
Director, Wealth Strategies
CIBC Private Wealth

Susan A. Wood, CPA CA, FEA, MFA-P
Director, Wealth Strategies
CIBC Private Wealth

Hosted by:
Lana Robinson
Head, Ultra-High Net Worth, Private Banking and CIBC Family Office

With technology advancing every day, cyberattacks are becoming more and more sophisticated. Please join CIBC Family Office as we explore the intersection of Cybersecurity, AI and learn strategic methods to mitigate risks and leverage AI for enhanced financial security for you and your family.

Presenters:
Joe LoBianco
SVP & Chief Information Security Officer

Hosted by:
Lana Robinson
Head, Ultra-High Net Worth, Private Banking and CIBC Family Office