Jackie Van Vliet, Investment Advisor, CIBC Private Wealth

06/12/2026

One misconception people have about my business is that I primarily work with clients who are my age. In reality, I typically work with clients who are much older than I am, often 20 or 30 years older.

I typically start working with an individual or couple, then their kids, and sometimes even their grandkids. This is such rewarding work, as I get to develop relationships with families spanning multiple generations.

What I've learned is that clients aren't looking for someone who is the same age is them, they're looking for someone they trust. Someone who listens, understands their goals, and helps them make informed decisions.

At the end of the day, clients don't hire me because of my age (however many of my older clients think it is a benefit to working with someone younger who can also help their kids and grandkids). My clients hire me because they value the advice and guidance I provide.

The relationships I've built over the years are based on trust, consistency and helping families make informed decisions through every stage of life.

What qualities do you value most in someone you trust for financial advice?

06/11/2026

I bet you didn't know... today is Client Appreciation Day!

One of the greatest privileges of my career is the opportunity to work with incredible individuals and families who trust me to be a part of their financial journey.

Over the years, I've celebrated so many milestones with clients, watching their dreams become reality, and I've also been alongside them as they navigated challenging times. From navigating the loss of a spouse, to finally reaching retirement, to helping children and grandchildren build their futures, it has been such an honour to be on this journey with them.

While wealth management involves financial plans and investment strategies, at its heart it's about people and relationships.

I'm grateful to my clients for their trust and their confidence they place in me. It's something I never take for granted - every conversation, every opportunity to help work towards life goals, and every referral of friends and family.

Thank You!!

06/11/2026

Wealth management isn't about making bold moves, it's about making sure the right pieces are working together.

Today that looks like reviewing portfolios, checking alignment with client goals, and looking for small adjustments that can improve tax efficiency, risk balance, and long-term outcomes.

Markets will always fluctuate, the real value is in having a plan that stays disciplined through it all.

I'm grateful to do this work for the families and professionals who trust me with their financial picture!

06/09/2026

Before we talk about investing, retirement planning, or wealth management, I thought I'd introduce the people who matter most to me.

Being a wife, a mom of two amazing kids, and a doggo in tow, much of my life outside of work revolves around family, activities, and going on adventures together.

We live on a ski hill, so my kids are into skiing, mountain biking, and enjoying everything our beautiful corner of BC has to offer. These are the moments that remind me what truly matters.

One of the reasons I enjoy helping clients with their finances is because every goal ultimately connects back to something important, whether that's their family, freedom, experiences, or future opportunities.

Thank you for following along. I'm excited to share more about both my professional and personal journey here!

06/08/2026

Hi, I'm Jackie.

I am a Wealth Advisor, wife, and mom of two. I have the absolute privilege of helping families make confident financial decisions so they can focus on what matters most.

I believe wealth isn't just about numbers. It's about creating choices, opportunities, and peace of mind.

Whether you are building wealth, preparing for retirement, navigating a major life transition, or thinking about your legacy, my goal is to help simplify the financial side of your life.

Thank you for being here! I am excited to share insights, ideas, and conversations that can help you make the most of your financial future.

I'm curious - what financial topics would you like to learn more about?

05/12/2026

Experts are becoming more optimistic about the Canadian dollar as global tensions ease. With less geopolitical risk, the loonie is expected to strengthen in the near future.

The Canadian dollar is expected to give back some recent gains against its U.S. counterpart in the coming months, but could resume its uptrend if economic uncertainty linked to the Middle East war and U.S. tariffs eases, according to a Reuters poll.

05/04/2026

The federal government presented its Spring Economic Update, at a time marked by ongoing uncertainty and economic shifts.

Jamie Golombek, Managing Director, Tax and Estate Planning at CIBC Private Wealth, has identified some proposed tax measures that may be relevant for you.

03/09/2026

International Women’s Day is a reminder of the impact women make every day. As wealth advisors, we’re here to help you navigate your financial journey with confidence and clarity. Here’s to breaking barriers and building futures!

03/05/2026

Curious how much tax you’ll really pay in Canada? Canada’s income tax system is progressive, so the more you earn, the higher your tax rate becomes. Each year, federal tax brackets are updated to determine how much of your income falls into each tax rate, with provinces adding their own rates on top. Understanding where you fit in these brackets can help you make smarter financial decisions and maximize your tax savings.

Find the 2026 Canadian federal and provincial tax brackets for 2025 income. Learn how marginal tax rates work, estimate your tax bill, and discover strategies to lower what you owe.

02/27/2026

David Wong, Group Chief Investment Officer at CIBC Global Asset Management, recently joined The Globe and Mail to discuss strategies for protecting retirement savings in today’s uncertain economic environment. His expert insights shed light on how Canadians can navigate market volatility and plan confidently for the future.

Ready to take control of your retirement future? Don't let market uncertantly derail your long-term goals. I'd love to help you with a personalized retirement strategy that helps protect your savings and keeps your plan on track! Send me an email to scehdule your complimentary coffee chat! [email protected]

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