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CIBC Private Wealth Management, CIBC Wood Gundy
Allan Bush Investment Team, Better Together.
CIBC Private Wealth Management, CIBC Wood Gundy
Allan Bush Investment Team, Better Together.
  • Home
  • Team
    • Our team
    • Our partners
  • About
    • Our philosophy
    • Our process & services
    • What clients say
  • Community
  • Blog
  • Contact us

Blog

Blog

Understanding Insurance – Whole Life and Term Insurance

Allan Bush

July 30, 2024

Insurance can be a powerful wealth management tool to help meet retirement goals and in Canada, the choice between term and whole life insurance depends on various factors, including financial goals, ...

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Is a Family Trust the Right Financial Planning Decision?

Allan Bush

June 28, 2024

Is establishing a Family Trust the right wealth strategy for you? At Allan Bush Investment Team CIBC Private Wealth Wood Gundy Waterloo, we know changes took place in 2024 that could impact how trusts...

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Preferred Shares and Your Fixed Income Asset Allocation

Allan Bush

March 28, 2024

Recently, a client asked us whether we should consider preferred shares as part of a portfolio's fixed income asset class. Before answering that question, it's essential to understand the characterist...

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Rates Holding Steady? .... What it really means for your portfolio

Allan Bush

January 24, 2024

Have Canadian interest rates stabilized? The rate increases may have concluded, or at least that's the prevailing sentiment. We've seen the overnight holding steady at 5.0% in Canada since the last ra...

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150 Caroline Street South, 3rd Floor,
Waterloo, Ontario, N2L 0A5, Canada

Phone: (519) 883-5353

Toll free: 1 (800) 891-1004

Fax: (519) 888-6887

allan.bush@cibc.ca

 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.