Balsamo Financial Group - CIBC Wood Gundy

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Balsamo Financial Group - CIBC Wood Gundy

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Tailored advice designed to help clients protect and simplify complex wealth strategies with personalized care. www.cibc.com/pwm-socialmediadisclaimer

10/26/2026

This year’s tax planning conversation may be more time-sensitive than others for some investors.

2026 is the final opportunity to realize a capital loss and carry it back against gains reported in 2023 If tax-loss selling is part of the conversation, timing matters — the trade has to settle before year-end to count.

Read more in our latest article: https://bit.ly/3VWLnDt

04/20/2026

Jamie Golombek’s latest article breaks down the key factors to consider when deciding the best age to start your Canada Pension Plan benefits. Should you take CPP early, wait, or delay? Jamie offers practical insights to help you make the smartest choice for your retirement.

Read the article for expert advice on maximizing your plans.

A website dedicated to archiving the tax & estate writings of Jamie Golombek

12/23/2025

As the holiday season approaches, we take this time to reflect on the past year and truly appreciate the moments and connections we have created together. We are truly thankful for our clients, friends, family and colleagues who have played such an important role in our journey, both personally and professionally.

This holiday season our team has chosen to donate to Women's Centre of York Region. Every year WCYR directly supports over 900 women and over 5,000 family. The impact of their programs and services for women and children are profound.

Wishing you and your loved ones a joyful holiday season and a prosperous New Year! May the coming year bring you continued success, happiness, and prosperity.

06/16/2025

We've dealt with our fair share of market in recent years. Do you know what causes volatility? Here what you need to know:

Learn about key factors, real-world examples and why history shows that investors who take a long-term view tend to come out ahead.

05/19/2025

As a business owner, it’s important to diversify your investments. This helps reduce your reliance on a single asset class – your company.

Not only does diversification help protect you from market , but it can make it easier for you to meet your personal goals.

At CIBC Private Wealth, our innovative liquidity solutions allow business owners to borrow in order to invest in the stock market, reducing your reliance on a single asset – your company – to achieve your long-term financial goals.

For more on the importance of diversification and the right liquidity solution, continue reading on our PW Insights Hub: https://bit.ly/4ja7dsK

If you need advice creating your wealth plan, reach out to me today.

03/24/2025

Running a business in times of can be challenging. During volatile periods like these it's important to remain proactive and embrace change.

In times of uncertainty and economic turbulence, entrepreneurs must remain proactive and embrace change, as crises often give rise to new opportunities.

12/17/2024

Political shifts can impact stability. Learn how Trump's return could affect the Canadian and investors. Stay informed to make proactive financial decisions.

Canadian Chamber of Commerce report suggests tariffs could shrink the Canadian economy

11/28/2024

This past Tuesday, our team had the unique opportunity to attend the closing bell ceremony at the Toronto Stock Exchange alongside our partners at Dynamic Funds. The afternoon kicked off with an engaging panel discussion featuring senior portfolio managers from their fixed income team, providing valuable insights into the market. We are grateful to for making this memorable experience possible!

11/05/2024

Presidential elections usually have an impact on market . Here's what you might expect this fall.

Peter Repetto, investment strategist at iCapital, tells Quartz why investors should expect the stock market "fear index" to spike heading into the election

08/27/2024

Uncertainty around elections can lead to fluctuations in the stock market, but how impactful are these fluctuations in the long term?

Uncertainty around elections – and the potential policy decisions of new governments – can lead to fluctuations in the stock market. Over the longer term, the party in power seems to make limited difference to the performance of shares in publicly listed companies.

Address

123 Commerce Valley Drive East, Suite 100
Markham, ON
L3T7W8

Telephone

+19057622389

Website

https://www.cibcwg.com/web/Balsamo-Financial-Group

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