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The CIBC Wood Gundy's Investment Advisory Team.
11 Sep 2024

CIBC: Preserving The Family Cottage For Future Generations

Ever thought of how to plan for what happens to your investment property after you pass away? Whether it is the family cottage, second residence, or investment property, your estate plan needs attention. In Canada, many cottages and other vacation...
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08 Mar 2023

Corporate estate preservation: Q&A with Sugi and Geoff

Increase the size of your estate by moving surplus corporate dollars into a tax-exempt life insurance strategy. What is it? A strategy of moving surplus corporate capital (savings) from a taxable investment into a tax-exempt, corporately owned policy to greatly...
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28 Nov 2022

Sugi Kumaresan: Making Your Money Work With You

CIBC Wood Gundy Senior Wealth Advisor Sugi Kumaresan opens up about investing, travelling to clients and rethinking perceptions when it comes to wealth management. Sugi Kumaresan’s journey into the world of finance has been interesting, to say the least. Originally...
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30 Sep 2021

Jason Polsinelli: ‘Vaughan’s Financial Guru With A Heart Of Gold’

With over 25 years of experience in the financial services industry, Polsinelli has a unique take on wealth — considering a signi cant portion of his life has been spent working with it. Wealth is a multi-faceted and a complex subject...
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