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Tax Smart Investing & Estate Planning Strategies for Business Owners

Presenting Member:

CIBC's logo on the backdrop of an ant's eye view of the downtown skyline.

The Quay, 100 Queens Quay East, 3rd Floor

In Person

Join us for an insightful session on corporate class investing and discover strategies to optimize after-tax cash flows across various time horizons.

In this session, attendees will explore tax-efficient estate planning solutions, including how life insurance can be leveraged to grow and seamlessly transfer wealth to future generations.

Attendees will also gain a comprehensive overview of small business taxation, and learn how tax-efficient investments can be utilized within a business structure. The session will also include a review of the passive investment income rules impacting private corporation owners.

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About CIBC

CIBC is a leading Canadian bank serving 13 million personal, business, public sector, and institutional clients. It provides a full range of banking, wealth management, and capital markets services through digital platforms and branches in Canada, with offices in the U.S. and globally. Personal banking includes accounts, credit cards, mortgages, investments, insurance, and financial advice, while business banking covers accounts, credit, cash management, and solutions for managing cash flow, financing, and daily operations.

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