The Olson Financial Group, CIBC Private Wealth

07/21/2023

The benefits of staying invested through noise and uncertainty

https://www.cibcassetmanagement.com/email/assets/documents/pdfs/CIBC-Sittingonthesidelines-en.pdf

07/11/2023

A new survey shows that some Canadians are becoming optimistic about the , even if the majority of Canadians believe the country's economic conditions are "bad."

A recent survey conducted by Research Co. shows a positive shift in the perception of economic conditions among Canadians, but more than half still say the economy is 'bad' or 'very bad.'

06/20/2023

Canada’s Gen Z has shown greater willingness than its counterparts in other nations to jump into the world of , according to new research.

Almost half of Canadian Gen-Z investors are confident in their ability to reach their financial goals

06/13/2023

Canadians in their 30s and 40s are figuring out how to support their parents as they retire, but feeling financially stuck about how to plan for their own old age. If you need help with retirement planning, reach out [email protected]

A new report calls for a publicly funded insurance system for long-term care. Canadians would pay into the system during their working lives, and access that safety net in retirement.

06/09/2023

Bank of Canada continues quantitative tightening with another interest rate increase

The Bank of Canada (BoC) raised the overnight rate by 25 basis points (bps) to 4.75% today as it continues quantitative tightening.

05/05/2023

According to a new survey, men and women have very different approaches to money - especially when it comes to what to do with it after they're gone.
We offer customized support and advice that can address all of your Estate Planning needs. Contact us today for a personalized estate planning consultation, (604) 864-3850.

Men and women have different approaches to wealth, and that affects how they plan to pass their money on to future generations, a new UBS report says.

05/04/2023

What High Inflation Means for Your Portfolio

History offers two key lessons on diversification in times of inflationary pressure.

History offers two key lessons on diversification in times of inflationary pressure.

11/11/2022

Lest we forget

11/08/2022

The past decade has seen a rise in the use of terms such as “holistic wealth management” and “financial wellness,” but what do these terms really mean and does a change in industry vocabulary really foretell any actual impacts to how financial advisors do business?

Like all industries, the financial advice industry is continually evolving. If you’ve been investing for a significant amount of time, you have likely witnessed titles change from “stockbroker” to “financial advisor” to “wealth manager.” The duties of these roles have changed as well. At The Olson Financial Group we think of financial wellness as a shift from a singular focus on investment portfolios to a focus on creating a roadmap so that our clients can identify and meet their goals as their circumstances evolve and change. It's about helping clients get a handle on their big picture financial goals and then pursue them.

Our holistic wealth management solutions integrate and coordinate all aspects of your financial life, including;

Cash Flow Planning – for the short term and the remainder of your life

Investment Needs & Positioning – to grow your assets in dynamic markets

Risk Management – to insulate you from the unexpected

Strategic Tax Planning – to keep more of what you have and earn by minimizing and eliminate taxes

Philanthropy & Charitable Giving – supporting what is important to you

Estate & Trust Planning – to protect your legacy and pass it on as you desire

Simply put, holistic wealth management is comprehensive financial planning that helps you build the life you desire; a life based on your family’s goals, values, and points of view. Connect with us today to learn more.

11/07/2022

The Olson Financial Group provides an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. Together with our CIBC Private Wealth specialists, we use an integrated wealth management approach to bring specialized skills and expertise and provide end-to-end strategies, taking care of your financial well-being so you have peace of mind. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our expertise, to create a personal plan to help you grow and preserve your wealth.

Connect with us today, 604-864-3850 / [email protected]

11/07/2022

Your team of experts:
The Olson Financial Group is backed by the strength and experience of the CIBC group of companies

Our integrated wealth management approach supports you and your goals:
We take a comprehensive approach to managing, building and protecting your wealth

How we help:
We get to know you and create a holistic wealth plan that will help you achieve your goals and make your ambitions a reality