Tax strategies to help you achieve your goals

Tax planning can be an important strategy to help you achieve your financial goals. Here are some featured tax articles that can make tax planning easy to understand, relevant and actionable.

Featured advice

2024 Tax toolkit

Discover Jamie’s top tax tips for investors, plus 2024 tax tables, rates and much more in the CIBC Tax Toolkit.

2024 Tax toolkit (PDF, 1.3 MB) Opens in a new window.

Five ways to reduce your 2024 tax bill

The start of the new year is the perfect time to review your tax minimization strategies for the year ahead. Here are 5 things to consider early in 2024.

Five ways to minimize your 2024 tax bill (PDF, 120 KB) Opens in a new window.

A new year, new limits

It’s time to get a head start on your 2024 registered plan contributions. Here’s an overview of the new 2024 limits and the various ways you can maximize your tax-sheltered investment income this year.

Read article (3 minutes) A new year, new limits.

It's 2024: Do you know what your tax rate is?

This report will help you understand how your income is taxed and why the “advertised” tax rate isn’t always what you end up paying.

It's 2024: Do you know what your tax rate is? (PDF, 195 KB) Opens in a new window.

Retirement planning

It’s time for retirement planning to evolve into life planning. Explore the stages of life and retirement planning

Learn moreabout stages of life and retirement planning

Registered Education Savings Plan (RESP)

It’s never too early to begin investing in your child's post-secondary education.

Learn moreabout RESPs