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Doyle Jacobs Advisory Group

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Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
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Shot of a senior woman using a laptop during a meeting with a consultant at home.

Charitable gifts: Wills vs. beneficiary designations

CIBC Private Wealth

June 20, 2022

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Close up of a granddaughter helping her grandfather around the house.

Elder caregiving: Know your options

CIBC Private Wealth

June 20, 2022

Evaluating an older adult’s needs and living arrangements is an ongoing process. And there’s a range of options and services to consider.

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Serious senior woman using tablet computer indoors seems concerned.

Spot the signs of financial elder abuse

CIBC Private Wealth

June 17, 2022

Elder financial abuse is unfortunately a reality, but it can be prevented. Let’s take a look at how you can best protect yourself or your elderly loved ones.

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Portrait of senior female pottery artist in her art studio.

Design your unique retirement lifestyle

CIBC Private Wealth

June 17, 2022

The definition of retirement is changing and there are now more options for retirement than ever before. Whether your retirement is traditional or something different is really up to you.

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Multi-cultural family smiling and posing for photo.

Client Appreciation Day: Today, we want to take a moment to say thanks

CIBC Private Wealth

May 17, 2022

As your wealth advisor, I truly appreciate that you’ve entrusted me and my team with your wealth goals. I’m sharing this sentiment as today we celebrate Client Appreciation Day at CIBC.

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Multi-cultural family smiling and posing for photo.

Client Appreciation Day: It’s time to celebrate you!

CIBC Private Wealth

May 12, 2022

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.