About this special presentation

No matter what stage of life you’re in, having a plan for your estate and taxes helps you protect the things you’ve worked so hard to achieve. Our CIBC experts will cover some essential tax and estate planning conversations that you need to have, and touch upon the most common questions from those in the LGBTQ+ community. If you’re ready to take charge and secure you and your loved ones’ financial future, then we’re ready to help!

Together we’ll discuss:

  • Financial barriers and opportunities the community is facing
  • Tax and estate planning tips you can action today
  • Personal stories shared from members of the community
  • Live Q&A with our CIBC experts

Featuring our panel of experts

Carissa Lucreziano

Vice-President, Financial and Investment Advice

Jamie Golombek

Managing Director, Tax and Estate Planning

Jane Martin

Lawyer, Wilson Vukelich LLP

Nancy Bramm

Vice-President, Communications

Dev Tewari

Senior Director, Strategy and Transformation

Check out our past events

How to design a financial plan that’s as unique as you

Learn more about how we can provide you with a financial plan that’s tailored to your unique needs as a member or ally of the LGBTQ+ community.

We cover topics such as:

  • Getting into financial shape
  • Making credit work for you
  • Understanding your estate needs