News & Notes

• Year-End Tax Tips By Jamie Golombek
• Planning Tips From CIBC's Jamie Golombek
• How Will The Federal Budget Impact You?
• Understanding When General Administration Fees Are Applied
• Get On The Path To A Paperless Life

Year-End Tax Tips By Jamie Golombek

Looking ahead to 2010 it's important to be aware of opportunities to save on tax all year round. Tax-planning is an integral part of any financial plan and everyone should take the time to consider the factors that may impact them as an individual or affect their business or family. Read more

Planning Tips From CIBC's Jamie Golombek

Get helpful tips on tax and estate planning for your vacation property. Read more

How Will The Federal Budget Impact You?

CIBC's Jamie Golombek offers insight on the Budget and how it may affect you. Read more

Understanding When General Administration Fees Are Applied

Please note there are no administration fees for Registered Retirement Savings Plan, Registered Retirement Income Fund, Locked-In Retirement Account or Life Income Fund accounts maintaining a market balance greater than $25,000. For Registered Education Savings Plans, there is not an administration fee for accounts maintaining a market balance greater than $15,000.

General Administration Fees are applied to restricted accounts, regardless of account balances, where account documentation has been outstanding for more than 180 days since account opening.

For more information about this and other account fees, please review our Fees & Commission Schedule, or call us at 1 800 567-3343.

Get On The Path To A Paperless Life

We can't eliminate all of the paper in your life, but we can help you get rid of some and save a few trees along the way. Now you can view your account statements exclusively online via the CIBC Investor's Edge website. With our secure "Mailing Options" feature, you can stop postal statements and be only one click away from your most current monthly account information.

By opting to view your statements exclusively online you can:

• View account statements sooner online than by mail
• Cut down on paper clutter with fewer documents to store
• Reference current and past* records anytime, anywhere
• Save paper to preserve the environment

*Archive goes back to July 1, 2002 for account statements

The information contained herein is considered accurate at the time of posting. CIBC, CIBC World Markets Inc. and CIBC Investor Services Inc. reserve the right to change any of it without prior notice. It is for general information purposes only. Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.

CIBC Investor's Edge is the discount brokerage division of CIBC Investor Services Inc., member CIPF. CIBC Investor Services Inc. does not provide you with any legal, tax, or accounting advice or advice regarding the suitability or profitability of a security or investment in a CIBC Investor's Edge account. You assume full responsibility for transactions in your CIBC Investor's Edge account and for your investment decisions.

The information on this Web site is general only; it is not intended as specific investment, financial, accounting, legal or tax advice for any individual, and you should not rely on it as such.