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ABOUT US
At CIBC Private Wealth Management, we are committed to a deeper, more integrated wealth approach.
Your financial portrait is made up of services delivered by professionals from CIBC Private Banking, CIBC Trust, CIBC Wood Gundy and CIBC Private Investment Counsel.
Learn more about the specialized business groups that collaborate to help you meet all of your personal, family and business financial needs:
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CIBC Private Banking
CIBC Private Banking
Enter a world of highly personalized attention and enhanced banking services.
Your private banking team will tailor services to help meet all of your cash-flow, currency and day-to-day banking needs.
Benefit from a full range of bespoke borrowing and liquidity solutions, and extensive investment management services.
With CIBC Private Banking, you receive the expertise, commitment and personal touch you deserve.
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CIBC Trust
CIBC Trust
For over 100 years, CIBC Trust and its predecessors have met the trust and estate needs of affluent Canadians and their families.
CIBC Trust offers complete privacy, discretion and is sensitive to your family's needs.
You benefit from the stability of our administration teams, prudent investment strategies and a strong compliance culture. You have the comfort of knowing your assets are being protected and soundly managed on your behalf.
Services include:
- Corporate Executor, Trustee and Power of Attorney
- Agent for Executor
- Agent for Trustee
- Agent for Power of Attorney
Note:
CIBC Trust’s services are most suitable for estates where assets exceed $1 million.
In Quebec, an executor is referred to as a "liquidator", an attorney is a "mandatary" and power of attorney is called a "mandate".
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CIBC Wood Gundy
CIBC Wood Gundy
Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy Investment Advisors to manage their financial futures.
Today, with over 1,000 Investment Advisors in 80 locations across the country, we continue to provide Canadians with expert advice and superior service.
Our exclusive discretionary and premium portfolio management services allow for personalized advice and tailored investment strategies to meet your financial objectives.
We draw on the expertise and capabilities of CIBC Capital Markets as well as the financial strength of the CIBC Group of companies.
Central to the integrated CIBC Private Wealth Management approach, our advisors are well positioned to access and deliver integrated wealth management solutions to High Net Worth individuals and families across Canada.
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CIBC Private Investment Counsel
CIBC Private Investment Counsel
At CIBC Private Investment Counsel, we create and manage personally customized portfolios for clients with sophisticated investment needs.
Finding the right balance between protecting and prudently increasing your wealth is the basis of our investment philosophy.
We develop an intimate understanding of your goals and needs. We then aim to construct a portfolio that is well diversified, and has exposure to a broad range of asset classes and securities, with the objective of delivering solid investment returns while minimizing volatility.
We are proud to serve individuals, businesses, trusts, estates, charitable foundations and not-for-profit endeavours.
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