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Helping you take charge of your finances
Access expert advice and tips on key financial topics like goal-setting, investing, retirement and estate planning. Register today for an upcoming Smart Advice virtual event, or tune into our previous virtual events, available on-demand.

Express virtual event
Family wealth: Making the transition from one generation to the next
Date: Thursday, June 22 2023
Time: 12:00 to 12:30 p.m. ET
It’s never too early to talk about the future with your loved ones.
About this event
Summer is a great time for families to come together and talk about their plans for the future. Our experts will help you unpack the wealth transfer conversation, with tips and stories on navigating financial gifts and inheritances.
We’ll discuss:
- Deciding how much to give and when
- How to handle different types of assets
- Navigating family dynamics for a smooth transfer of wealth
Meet our experts

Vice-President, CIBC Financial and Investment Advice

Director, Wealth Strategies, CIBC Private Wealth

Senior Trust and Estate Consultant, CIBC Trust Corporation, CIBC Private Wealth
Access our virtual events on-demand

EXPRESS VIRTUAL EVENT
Invest with confidence: Your path to achieving financial independence
Run-time: 30 minutes
To mark International Women’s Day, our experts will break down why becoming an engaged investor can help you achieve financial independence. They’ll also discuss how to align your investments with your goals and suggest investment strategies to build your wealth.

Virtual event
Where in the world are we? Your 2023 economic outlook
Run-time: 60 minutes
Join us to hear from our Deputy Chief Economist, Benjamin Tal, as he shares his thoughts on what to expect from the economy in 2023. Ben’s insights are eagerly expected by Canadians, who enjoy his zest, humour and unique ability to help them make sense of what’s happening in the economy.

EXPRESS VIRTUAL EVENT
Inflation-proof your retirement: Strategies to build a resilient plan
Run-time: 30 minutes
Do rising rates and inflation have you questioning how much you will need to retire comfortably? Join our experts as they share investment advice to help you keep your savings on track, no matter what stage of planning you’re at.
Ready to take charge of your finances?
Get in touch. We’re here to help.