Private Wealth

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CIBC Private Wealth can help you meet all of your personal, family and business needs. Our integrated approach encompasses private banking, wealth planning, investment management and estate and trust services. Together we develop a plan that takes into account who you are today and what you want for your family and wealth tomorrow.

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

  • Full-service banking with a dedicated team
  • Multi-currency credit services
  • Cash and liquidity services
  • Cross-border banking
  • Financial fluency for the next generation

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

  • Retirement and cash flow planning
  • Tax and estate advisory
  • Strategic philanthropy
  • Business succession and family enterprise planning
  • Planning for multi-generational wealth transfer

Investment Management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

  • Discretionary and managed portfolios 
  • Full-service investment advisory
  • Exclusive and customized capital markets solutions
  • Cross-border investment counsel
  • Self-directed investing

Estate and trust

Access solutions for some of life’s most significant decisions and shape your lasting legacy.

  • Professional executor and trust administration
  • Executor and power of attorney appointments
  • Agent for estate, trust and power of attorney
  • Insurance counsel and solutions

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