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Powers of Attorney and Joint Accounts

You may wish to consider these financial options for when you are not able to make decisions for yourself as a result of illness, incapacity or other unforeseen circumstances. Review this important information, including a link to an online brochure from the Government of Canada.

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Heir Un-Apparent: Estate Planning for U.S. Beneficiaries (PDF, 80 KB)

If your heirs are U.S. citizens or residents, taxes may erode their inheritance. Estate planning may help them to preserve family wealth.

Online Banking and Safety Tips

Here are some simple tips that you can follow to ensure that your online banking experience is safe and hassle free.

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The Estate Plans of Effective People

10 estate-planning tips to ensure that your assets go to the people you care about.

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Creditor Insurance: Are You Fully Protected?

In the face of unexpected events you can protect your finances with insurance on credit products.

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The Benefits of Life Insurance

Life insurance is important in planning for contingencies, providing for dependants and ensuring your financial goals will be achieved.

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Choosing the Right Executor for Your Estate

84 per cent of Canadians with a will have named a family member or friend as executor, even though many don’t have the time or expertise for it.

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Identity Fraud and Theft

Identity fraud is the stealing of personal information and then using it illegally.

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CIBC CreditSmart Increased Security

Whenever you're using your credit card, and even when you're not, it’s important that you feel your personal information is secure.

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7 Tips to Protect Yourself from Identity Theft

Learn how you can protect yourself from this growing trend.

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Email and Text Message Fraud

Watch out for fraudulent emails and suspicious web pages and text messages, which can be used to gather sensitive information for the purpose of stealing your identity.

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Debit and Credit Card Fraud

Debit card fraud occurs when the information contained on your debit card is stolen and used to obtain funds from your account without your authorization.

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Sudden Wealth

Receiving a one-time lump sum payment can have a significant impact on your lifestyle — and your personal income taxes.

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Expert’s Corner

Learn how to protect your assets in a 5-part series on Estate Planning, featuring advice from experts in taxation, trust and estate planning.

Your Estate Matters!
Common Traps and How To Avoid Them (PDF, 830 KB)Opens a new window in your browser.

Many estate planning mistakes are made through inexperience and lack of knowledge. This report will help identify two of the most common mistakes people make with their estate plans, as well as some strategies to remedy them.


You’ve Got the Power! Planning for Incapacity (PDF, 155 KB)Opens a new window in your browser.

A comprehensive estate plan should include plans for the needs of your surviving beneficiaries in the case of death; as well as plans for management of your finances if you should become unable to manage them by yourself.


Planning from the Grave – Testamentary Trust (PDF, 140 KB)Opens a new window in your browser.

Leaving assets in a trust, rather than naming direct beneficiaries who will receive assets outright upon your death, can help solve some common estate planning mistakes.


In Trusts We Trust
Tax and Estate Planning Using Inter Vivos Trusts (PDF, 150 KB)Opens a new window in your browser.

While people often think of transferring property upon death, you may also wish to consider transferring property during your lifetime.
 

What’s Up Dock? Tax and Estate Planning For Your Vacation Home (PDF, 195 KB)Opens a new window in your browser.

During the summer months, many families spend time together away from the hustle and bustle of daily living, but what is your transition plan for your vacation home?


Articles

The Estate Plans of Effective People

10 estate-planning tips to ensure that your assets go to the people you care about.

Learn more

Choosing the Right Executor for Your Estate

84 per cent of Canadians with a will have named a family member or friend as executor, even though many don’t have the time or expertise for it.

Learn more

Estate Plan Essentials

According to a recent financial poll conducted by Ipsos Reid, only 30% of Canadian adults have a formal estate plan.

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Inheritance, Raise or Other Influx of Money

Invest inheritances, bonuses, raises and other influxes of money to increase your wealth.

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Where There's a Will, There's a Way

Understand the importance of estate planning.

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Articles

Creditor Insurance: Are You Fully Protected?

In the face of unexpected events you can protect your finances with insurance on credit products.

Learn more

The Benefits of Life Insurance

Life insurance is important in planning for contingencies, providing for dependants and ensuring your financial goals will be achieved.

Learn more

Protection Plan

Are you sure you have the insurance you need?

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Is Your Home Fully Insured?

As your house's value rises, your insurance coverage should, too.

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