Joanne Meisner CIBC Wood Gundy

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Joanne Meisner CIBC Wood Gundy I take the time to understand what motivates my clients and build financial plans to help my clients achieve their goals.

I look forward to being with you every step of the way as we work together to achieve your personal financial goals.

Missing the tax filing deadline can have financial consequences for Canadians, including penalties and interest charges....
09/23/2026

Missing the tax filing deadline can have financial consequences for Canadians, including penalties and interest charges. Experts urge taxpayers to file promptly and seek professional guidance if they’re unable to meet the April 30 deadline. If you have questions or need assistance, please reach out to me anytime.

Read more in MoneySense: https://bit.ly/47dXj5X

Haven’t filed taxes in years? Learn the risks, hidden costs, and step-by-step ways Canadians can catch up and reclaim refunds.

A new report highlights a turning point in Canada’s commercial real estate market, as vacancy rates decline and investor...
09/15/2026

A new report highlights a turning point in Canada’s commercial real estate market, as vacancy rates decline and investor confidence grows. This shift signals potential opportunities and challenges ahead.

Read more from BNN Bloomberg: https://bit.ly/4rdIlGo

Canada’s commercial real estate sector could be at a turning point after the national vacancy rates for both office and industrial properties simultaneously declined for the first time since 2020, a new analysis has found.

Wondering when conditions in the real estate market may improve? Katherine Judge, Executive Director, Senior Economist, ...
09/09/2026

Wondering when conditions in the real estate market may improve? Katherine Judge, Executive Director, Senior Economist, CIBC Capital Markets, shares insights that help clients plan ahead, offering valuable context for those weighing their next move.

Explore more economic insights: https://bit.ly/3TlDk1V

09/02/2026

Giving wealth to adult children is rarely just a financial decision — it’s an emotional one too.

Before any transfer happens, families often need to have honest conversations about values, fairness, independence and intent.

The conversation you have, or avoid, can influence whether wealth brings a family closer together or creates tension.

Read more in our latest article: https://bit.ly/4xRTMpT

Jamie Golombek’s latest article breaks down the key factors to consider when deciding the best age to start your Canada ...
09/01/2026

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

New survey insights reveal that simple, consistent healthy habits can contribute to a longer, more fulfilling life.Prior...
06/29/2026

New survey insights reveal that simple, consistent healthy habits can contribute to a longer, more fulfilling life.

Prioritizing daily routines like balanced nutrition, regular movement, and social connections may be key to healthy aging.

Read more here: https://bit.ly/4eNH9U6

A new survey of 100 centenarians reveals the simple weekly habits they do to stay healthy. Experts say these practices can actually boost longevity.

Summer is the perfect season for creating lasting memories with your family. Forbes’ latest article features some of the...
06/24/2026

Summer is the perfect season for creating lasting memories with your family. Forbes’ latest article features some of the world’s most luxurious places to travel with kids.

As always, I’m here to help you make the most of your time and resources, let’s discuss how your wealth plan can support your travel goals.

Read more here: https://bit.ly/4vwv6C1

From Kennedy Space Center helicopter excursions to curated in-room movie nights, these special stays redefine a family vacation.

Staying active in midlife may do more than improve day-to-day energy levels. New research suggests better cardio fitness...
06/18/2026

Staying active in midlife may do more than improve day-to-day energy levels. New research suggests better cardio fitness could also be linked to healthier aging and a longer life expectancy, even through simple habits like walking more often or getting outside regularly.

Read more here: https://bit.ly/4fNDYOB

People younger than 65 with higher scores on a treadmill test lived longer and with fewer diseases, a study showed.

Although copper is positioned to play a central role in the ongoing expansion of artificial intelligence and data centre...
06/16/2026

Although copper is positioned to play a central role in the ongoing expansion of artificial intelligence and data centres, its investment appeal extends well beyond these areas.

Broader trends such as rising military spending, electrification and India’s economic development all point to sustained demand for copper.

With demand rising and supply remaining tight, the case for copper remains compelling.

Learn more: https://bit.ly/4eikbEo

Recent research shows Canadian travel to the US has dropped more than expected, driven by tariffs and economic factors. ...
06/04/2026

Recent research shows Canadian travel to the US has dropped more than expected, driven by tariffs and economic factors. This decline could impact both countries' tourism sectors.

A decline in travel to the U.S. may be more significant than it first appeared, according to Canadian researchers.

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102/117 Cranbrook Street North
Cranbrook, BC
V1C3P8

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