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CIBC Private Wealth US

62 episodes - English - Latest episode: 3 days ago - ★★★★★ - 6 ratings

At CIBC, we provide a full suite of investment management, wealth planning, trustee services and private and commercial banking solutions tailored to your personal and business objectives.

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Episodes

Analyst deep dive: The weight loss drug hype

March 26, 2024 16:00 - 15 minutes - 35.2 MB

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

Energy and inflation entanglement

March 15, 2022 18:29 - 7 minutes - 7.16 MB

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 the energy outlook as a key driver for both growth and inflation. 

Tax laws may be about to change

July 14, 2021 15:31 - 23 minutes - 21.8 MB

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?

Is this a lost year for education? - Q&A with Tim Daly, CEO of EdNavigator

December 14, 2020 08:00 - 15 minutes - 20.7 MB

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, is not interested in career dreams, childcare situations or travel plans; it is only inte...

Legacy of COVID-19: Lessons learned for the next pandemic – Q&A with Kevin Tabb, MD, President and CEO of Beth Israel Lahey Health

October 20, 2020 19:10 - 24 minutes - 33.3 MB

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 situations or travel plans; it is only interested in host cells.  Key innovations that...

Election implications - Energy sector

October 20, 2020 16:39 - 7 minutes - 9.75 MB

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 stake with a change in the political landscape. As we weigh the scenarios, the status qu...

Election implications - Financials sector

October 20, 2020 15:54 - 8 minutes - 11.9 MB

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, interest rates and spending/deficits.   Under a Trump administration, regulations should c...

Election implications - Technology sector

September 29, 2020 20:22 - 6 minutes - 9.02 MB

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

Election implications - Healthcare sector

September 29, 2020 20:20 - 7 minutes - 10.9 MB

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

Legacy of COVID-19: AI and Healthcare - Q&A with Daniel Lubin, Founder and CEO, Entry Point Capital

September 29, 2020 20:16 - 14 minutes - 19.8 MB

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 situations or travel plans; it is only interested in host cells. Key innovations that emerg...

Legacy of COVID-19 series: Work and Careers - Q&A with Deepali Vyas, Senior Client Partner and Global Co-Head of Fintech, Global Financial Markets practice of Korn Ferry

September 15, 2020 20:59 - 17 minutes - 23.7 MB

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 and onboarding being done remotely, how COVID-19 is changing the career outlook of the...

While You Were Sleeping: CIBC’s Foreign Exchange Team Works 24/7 for Clients

August 10, 2020 20:00 - 10 minutes - 14.9 MB

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 a house in another country, prior to undertaking a two-year renovation—all in local c...

COVID-19: Vaccine variables and investment implications

June 20, 2020 12:00 - 10 minutes - 9.53 MB

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, manufacturing and distribution, experts have expressed optimism about a timeline for relea...

Big tech benchmark concentration

May 23, 2020 10:00 - 7 minutes - 10.8 MB

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

Proactive planning with low market values using gifts

May 09, 2020 04:00 - 8 minutes - 11.7 MB

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 focus on how best to preserve wealth for the benefit of future generations. With asset...

Making sense of the muni market

May 07, 2020 04:00 - 8 minutes - 12.1 MB

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.

Proactive planning with low interest rates using intra-family loans

May 01, 2020 10:00 - 9 minutes - 13.5 MB

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, to continue to look for wealth planning opportunities and not lose sight of the thin...

Prospects for economic recovery

April 23, 2020 13:00 - 5 minutes - 7.67 MB

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.

Proactive planning with low market values using a sale to a Grantor Trust

April 20, 2020 13:15 - 8 minutes - 12.2 MB

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. Read more about Proactive Planning During a Time of Uncertainty and Volatility: https:/...

Proactive planning with low market values using a sale to a grantor ttrust

April 20, 2020 13:15 - 8 minutes - 12.2 MB

Do you have a taxable estate and high-growth potential assets that have dropped in value? Would you like to transfer more of your wealth to future generations in a transfer tax efficient manner?

Proactive Planning With Low Market Values Using Spousal Lifetime Access Trusts

April 16, 2020 13:00 - 10 minutes - 14.2 MB

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, while retaining indirect access to that wealth if needed—is a Spousal Lifetime Access ...

Proactive Planning in Volatile Markets with Roth Conversions

April 09, 2020 04:00 - 6 minutes - 8.66 MB

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 uncertainty. The current market downturn is an opportunity to potentially save on incom...

Benefits of a GRAT when market values are low

April 02, 2020 04:00 - 8 minutes - 11.2 MB

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 creating potentially ideal conditions for certain wealth planning strategies. While increa...

The intentional recession: Markers along the road

March 31, 2020 21:35 - 6 minutes - 6.12 MB

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

Shaping the Future: Three Top Technology Trends

February 03, 2020 05:00 - 8 minutes - 12.2 MB

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 technology there is—and it’s true. Technology is inherently disruptive. That term is not overu...

Introducing: Wealth Your Way Podcast

February 03, 2020 05:00 - 6 minutes - 8.65 MB

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. 

The Digital Afterlife

February 03, 2020 05:00 - 7 minutes - 11 MB

DIGITAL ASSETS: WHAT AND WHERE ARE THEY? To settle an estate in the old days, an executor would wait a quarter or two to get paper statements that came in the deceased’s mail. Today, statements may all be electronic. Digital assets, however, go beyond accounts with statements that may come via email. A digital asset also can be text messages, computer files, domain names you own, photos, voice mail messages, social media accounts, blogs, apps on your phone, file-sharing accounts,...

To Undo 'I Do' - Advisor Podcast

September 19, 2019 12:57 - 6 minutes - 8.86 MB

Almost everything is negotiable during a divorce process, and every divorce has unique facts. Smart planning and careful consideration can help you move into the future with confidence.

Navigating a Changing Healthcare System - Advisor Podcast

September 19, 2019 12:57 - 6 minutes - 9.34 MB

As we age, we’re faced with a complex and confusing healthcare system. You can make better decisions by understanding more about the costs and trends in healthcare and putting healthcare strategies in place.

Populism Rising - Advisor Podcast

September 19, 2019 12:56 - 6 minutes - 8.86 MB

Populism: it’s confusing. It’s also an important geopolitical trend with significant implications for investors around the globe.

The Aging Brain: What Does it Mean for You and Your Family? - Advisor Podcast

May 05, 2019 15:29 - 7 minutes - 10.3 MB

When should a financial planner step in?

China: Why Now? - Advisor Podcast

April 26, 2019 21:50 - 10 minutes - 14.3 MB

Has China lost its influence as a player in the global economy, and consequently, its appeal as a long-term investment opportunity?

Practical Planning: Don't Blindly Trust That You Have the Right Trustees - Advisor Podcast

April 21, 2019 15:47 - 8 minutes - 11.4 MB

Practical Planning: Don't Blindly Trust That You Have the Right Trustees - Advisor Podcast

Behavioral Finance: It’s All In Your Mind - Advisor Podcast

April 21, 2019 15:40 - 6 minutes - 9.22 MB

Have you ever felt like you are your own worst enemy when it comes to investing? If so, you’re not alone. In fact, it’s a foundational truth of behavioral finance, the psychological study of financial decision-making. When it comes to investing, humans routinely make mistakes due to mental shortcuts and emotional biases. To better understand the role of emotions in investing, we talked with Morgan Housel, a partner at the Collaborative Fund, former columnist at The Wall Stree...

Midterm Election 2018: Policy and Market Implications - Advisor Podcast

April 21, 2019 15:30 - 4 minutes - 6.01 MB

The pundits and prognosticators got it mostly right: It was the midterm election of checks and balances, divergence between rural and suburban, the year of the “fired up female graduate,” and an electorate voting in large part on presidential approval ratings rather than economic satisfaction, including tax cuts. What does it all mean?

The Sea Is One - Advisor Podcast

April 20, 2019 15:30 - 8 minutes - 12.3 MB

Admiral Stavridis shares his views on the current state of geopolitics, including: The high-stakes relationship between the United States and China, which stems from four main tensions Why Russia is both resurgent and fundamentally weak Why Brexit is a great example of how strategic communications can change the narrative The four key priorities the United States should focus on to retake global leadership For more details surrounding Admiral Stavridis’ views on these important...

Finding Opportunity, Using Tikkun Olam - Advisor Podcast

April 17, 2019 01:34 - 7 minutes - 9.85 MB

Dr. Marcy Borofsky emphasizes giving back to the world, discussing the concept of 'tikkun olam'

The Advisor: Q&A on the Economy and Markets

February 13, 2019 13:00 - 5 minutes - 7.67 MB

If you’re wondering how long the current economic cycle can last or how political rhetoric might impact your investments, rest assured that we have done the research.

Practical Planning: Why You Need to Update - Advisor Podcast

February 13, 2019 13:00 - 5 minutes - 7.82 MB

Estate planning is not just for the ultra-wealthy. Anyone, regardless of financial circumstances or family dynamics, can benefit from the process.

Wealth Your Way Episode 15: Charitable Planning

November 27, 2018 13:00 - 32 minutes - 29.9 MB

While donating money to your favorite charities can be as simple as writing a check, there are various other options available to you for making charitable contributions that may reduce your current and future tax obligations and create a legacy of philanthropic giving.

Wealth Your Way Episode 14: Responsible, Sustainable and Impact Investing

November 13, 2018 13:00 - 18 minutes - 25 MB

  Recently, societal impact investing has become more mainstream, popularized by younger generations wanting to “do better by doing good” with their investments. Socially responsible investing (SRI) and environmental, social, and governance (ESG) investment strategies offer investors the opportunity to invest with passion and purpose in addition to the long-term goal of earning financial gains.  

Wealth Your Way Episode 13: Basic Gift and Education Planning

November 01, 2018 14:51 - 23 minutes - 32.9 MB

  Although giving and receiving gifts is a tradition that most people have participated in their entire lives, you may not often think about how gifting can be beneficial from a financial planning perspective. However, gifting can be a great way to transfer assets tax-free during your lifetime to reduce both your taxable estate and the potential estate taxes, thereby increasing the amount of assets your beneficiaries will inherit from you.  

Wealth Your Way Episode 12: Alternative Assets

October 16, 2018 12:00 - 31 minutes - 43.3 MB

After building a portfolio of traditional stock and bond investments, some investors become curious about including alternative assets in their portfolios for additional diversification benefits. While hedge funds, private equity, and venture capital are investment opportunities often associated with the financial elite, not all alternative assets are reserved for the ultra-wealthy. However, like all investments, their benefits come with trade-offs that you should consider before investing.

Wealth Your Way Episode 11: Estate Planning

October 02, 2018 12:00 - 33 minutes - 45.7 MB

Whatever your goals, having a plan in place allows you to decide how your assets are distributed rather than relying on the laws of the state in which you live.

Wealth Your Way Episode 10: Mutual Fund Basics

September 18, 2018 12:00 - 29 minutes - 41.2 MB

Although stocks and bonds are traditionally considered the building blocks of an investment portfolio, few investors have the time or resources to select individual securities themselves. Instead, mutual funds are widely used by investors to access a professionally-managed, diversified portfolio of securities without the requirement of a large investment. If you have a 401(k) account, you are likely invested in mutual funds.  

Introduction to Women's CIRCLE: Part I

September 13, 2018 12:00 - 2 minutes - 4 MB

What is Women's CIRCLE?

The Advisor: In Partnership

September 06, 2018 12:00 - 6 minutes - 8.46 MB

Two investment management teams at CIBC Private Wealth Management are a rarity: together for 22 and 19 years, respectively.

The Advisor: Clean Energy

September 06, 2018 12:00 - 7 minutes - 10.5 MB

There’s no question that energy is what makes the world go ‘round. Nor that traditional resources—primarily fossil fuels—are ultimately finite. And today, there’s no question that clean energy is not only competing with traditional sources of energy, in many cases it is beating them.

The Advisor: Post-Mortem Planning

September 06, 2018 12:00 - 7 minutes - 10.3 MB

Even with extensive and thoughtful estate planning before death, there are numerous important decisions that can be made after death that can both meet the grantor’s intent and respond to beneficiaries’ circumstances at that time.

Wealth Your Way Episode 9: Life Insurance

September 04, 2018 12:00 - 23 minutes - 32.3 MB

Risk management is an important component of any financial plan and that includes having the right insurance to protect against potentially expensive and untimely events. Knowing when to purchase health, auto, or homeowner’s insurance is generally straightforward, but life insurance can be more ambiguous, especially for young adults just achieving financial independence.