Charting the course: What's next for the economy?

Jan 28, 2026 01:00 PM Pacific Standard Time - Jan 28, 2026 02:00 PM Pacific Standard Time

We’re pleased to invite you to an upcoming CIBC Private Wealth webcast on January 28^th at 1pm PST featuring Chief Economist, Avery Shenfeld, who will share his perspective on the economic outlook as we look ahead to 2026.

Avery will explore key themes shaping the economy, including:

• Growth expectations
• Inflation trends
• Interest rate movements
• Employment outlook
• The broader global context

This event is designed to provide timely and relevant insights to support your financial planning and investment decisions.The webcast will conclude with a live Q&A session giving you an opportunity to ask your questions live. To register please click the ‘RSVP’ tab below.

Federal Budget 2025: What You Need to Know

Nov 05, 2025 01:00 PM Pacific Standard Time - Nov 05, 2025 02:00 PM Pacific Standard Time

This November, the federal government will introduce its first Federal Budget, marking a notable shift from the traditional spring release due to ongoing political developments. The new measures are expected to shape the financial landscape for individuals and business owners across Canada.

Please join us for an exclusive event on Wednesday November 5^th at 1pm PST where you’ll be among the first to hear from Tax and Estate Planning expert Jamie Golombek, with timely analysis of the Budget’s key provisions. Jamie will provide thoughtful insights on the implications and opportunities arising from this year’s personal and business tax measures, helping you stay informed and prepared to make strategic decisions in a dynamic environment. You’ll also have the opportunity to ask your questions in a live Q&A. To register for this webinar click the ‘register here’ tab below.

Wills & Estates

Jun 24, 2025 03:00 PM Pacific Daylight Time - Jun 24, 2025 04:30 PM Pacific Daylight Time

Estate planning is essential for ensuring your wishes are honored and your loved ones are protected. Please join us for our upcoming seminar “Wills & Estates” on Tuesday, June 24^th from 3-4:30pm in our boardroom.

We are excited to be joined by guest speaker Jessica Izard, local lawyer from Cook Roberts LLP. Jessica will discuss the importance of having a Will and Trust, strategies to minimize taxes and probate fees, planning for healthcare decisions and guardianship, and leaving a legacy that reflects your values – and so much more.

This is always a popular topic so please RSVP below to reserve your spot as seats are limited. As always refreshments and appetizers will be served!

Looking forward to seeing you all soon.

Local Real Estate - Market Update

Apr 30, 2025 03:00 PM Pacific Daylight Time - Apr 30, 2025 04:30 PM Pacific Daylight Time

Please join us Wednesday, April 30^th from ­­­­­­­­3-4:30pm in our boardroom as will be joined by Geoff McLean, one of Victoria’s top RE/MAX REALTORS® who will provide his insights on the current outlook of the local real estate market.

With over 30 years of experience, Geoff has received numerous awards and accolades including Top 30 RE/MAX Teams in Western BC and the Victoria Real Estate Board MLS Gold Award. As always we will provide refreshments and appetizers, and we encourage anyone who is interested in attending to RSVP as soon as possible, as space is limited.

2025 Tax Strategies: Tips for the year ahead webinar

Feb 27, 2025 01:00 PM Pacific Standard Time - Feb 27, 2025 02:00 PM Pacific Standard Time

Please join us on Thursday February 27^th at 1pm PST for an exclusive conversation with Canada’s preeminent tax expert, Jamie Golombek, as he explores key tax strategies for 2025. From understanding the implications of new registered plan limits, the changes to the capital gains tax, along with the charitable donation deadline extension, this discussion will offer invaluable insights to effectively manage and hopefully reduce your tax obligations for the year ahead. To register for this webinar please click the RSVP tab below