CIBC Private Wealth US

CIBC Private Wealth senior healthcare analysts provide deeper insight into the most notable themes within healthcare innovation.

In our inflation series primer released in February, we answered client questions surrounding the biggest inflation surge in a generation. The inflation story has since been further exacerbated with the recent invasion of Ukraine , sending humanitarian, geopolitical and macroeconomic shockwaves throughout the globe.   As we continue to see volatility in the commodity markets, our experts focus on...

There’s been a lot of talk lately about the potential tax changes coming out of Washington—specifically the For The 99.5% Act, the STEP Act, and President Biden’s tax proposals. What could this mean for you?

Read more in the Q&A article with Tim Daly . COVID-19 has upended just about everything, and we’re still working through it—how we work, shop, socialize, learn, worship, receive healthcare and care for others. It has laid bare both strengths and weakness in our institutions, processes and systems. The pandemic has altered life for every age group in almost every way. The coronavirus, after all...

COVID-19 has upended just about everything, and we’re still working through it—how we work, shop, socialize, learn, worship, receive healthcare, and care for others. It has laid bare both strengths and weakness in our institutions, processes and systems. The pandemic has altered life for every age group in almost every way. The coronavirus, after all, is not interested in career dreams, childcare...

Patricia Bannan is a managing director and Head of Equities for CIBC Private Wealth Management. In this role, she oversees the firm’s proprietary equity strategies. Lance Marr is a senior investment analyst providing research and analytical support for the CIBC Energy Infrastructure strategy and serves as team lead on the firm’s Clean Energy strategy. The energy sector arguably has the most at sta...

Patricia Bannan is a managing director and Head of Equities for CIBC Private Wealth Management. In this role, she oversees the firm’s proprietary equity strategies. Brant Houston is a managing director and co-manager of the Disciplined Equity and Income Opportunities Strategies.  In respect to financial stocks, the most significant issues related to the election are regulations, tax rates, interes...

Find more of our latest financial insights & resources at wealth.us.cibc.com

Find more of our latest financial insights & resources at wealth.us.cibc.com

COVID-19 has upended just about everything, and we’re still working through it—how we work, shop, socialize, learn, get healthcare, worship, and care for others. It has laid bare both strengths and weakness in our institutions, processes and systems. The pandemic has altered life for every age group in almost every way. The coronavirus, after all, is not interested in career dreams, childcare situ...

Key innovations that emerged during this pandemic will outlive it. Others are yet to reveal themselves but will surely be part of the legacy of COVID-19. CIBC Private Wealth is committed to bringing to you the perspective and insight of top thinkers in various fields on what the legacy of COVID-19 could be. In this installment, Deepali Vyas provides her insights on the latest advances with hiring...

Buying a house in another country can be a complicated process with many additional considerations and moving parts that can be difficult to navigate.     It is not uncommon for wealth advisors to assist clients with real estate purchases—whether it is to invest in commercial real estate or purchase a second home. More rare, however, is when a client calls and needs help purchasing and closing on...

In this interview hosted by Head of Equities Patricia Bannan, CFA, healthcare analysts Fred Weiss, CFA, and Mac Price, CFA, discuss the rapidly evolving landscape around the creation of a coronavirus vaccine. With 135 vaccine candidates in trials, including 15 already in human clinical trials, and the U.S. government’s Operation Warp Speed program helping to fast-track the vaccine development, man...

For more, read the Big Tech Benchmark Concentration commentary Find additional Coronavirus financial insights & resources.  

Do you have substantial assets that you want to pass on to beneficiaries now? Would you like to avoid erosion of your estate from recurring taxes every time assets are passed from one generation to the next? As the world economy trudges through the uncertainty of the COVID-19 pandemic, many investment and financial plans are on hold. However, these challenging times may present an opportunity to f...

The economic strain of COVID-19 has had an immediate impact on state and local government finances. While fiscal and monetary policy has been introduced to lessen the blow, investors may be left questioning what this means for municipal bonds as an investment.

This is the fifth in a six-part series that focuses on proactive planning strategies in a volatile market. Do you have loved ones you want to help, but aren’t ready to give away significant assets yet? Would you like to take advantage of the low interest rate environment and transfer wealth in a cost-effective way with minimal transfer tax consequences? It is important, perhaps now more than ever,...

In recent weeks, we’ve experienced the beginning of a deep recession due to the public health policy put in place to combat COVID-19. While we can’t say that the worst of the virus’ toll is behind us, CIBC Private Wealth Chief Investment Officer Dave Donabedian, CFA, contemplates what the economic reopening process—and ultimately, a recovery—might look like.

Despite the current uncertainty and continuing impact of the COVID-19 pandemic, there still may be opportunities for wealth planning.  The current unfortunate circumstances have created a prime environment for certain wealth transfer strategies – such as sales to grantor trusts – which can help position individuals with transfer tax concerns to take advantage of the current financial conditions. R...

Much has been written about how market volatility and low asset valuations create an opportunity to efficiently move wealth to children and grandchildren. While those explanations might resonate, not everyone is ready to give away a significant amount of wealth. After all, what if those assets are needed in the future? A strategy that allows the best of both worlds—efficiently transferring wealth,...

This is the second podcast in a six-part series that focuses on proactive planning strategies in a volatile market. Do you have a traditional IRA that will produce ordinary income on distributions? Would you like to possibly mitigate income taxes on those distributions for yourself as well as your heirs? There may be a silver lining for retirement savings and wealth planning during this time of un...

This is the first in a six-part series that focuses on proactive planning strategies in a volatile market. Global pandemic fears, plunging stocks, the Fed’s emergency interest rate cut and a steep decline in 10-year Treasury yields wreaked havoc on many investment portfolios in recent weeks. Regardless of how bleak the situation may appear, low stock prices and rock-bottom interest rates are creat...

When will the economy begin to recover? CIBC Private Wealth Chief Investment Officer Dave Donabedian, CFA, provides insight into three critical issues: fiscal and monetary policy, Asian economies and the path of COVID-19 itself. Learn more at http://wealth.us.cibc.com

The new podcast series, Wealth Your Way , is designed to help the younger generation learn about wealth planning strategies or supplement their current financial education on a variety of topics. Read more in The Advisor magazine.  

Innovation in technology is moving forward at a remarkable speed. Just a few short years ago, the average person simply couldn’t conceive of 3-D printed houses, zerocarbon natural gas, brain-computer interface or swallowable medical devices. “The tech sector is more dynamic today than it’s been in the past 20+ years I’ve been covering it. You hear the word ‘disruptive’ used regarding every technol...