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Thank you for trusting us with your ambitions. A message from our leader, Ed Dodig, to our clients

DISCOVER A FINANCIAL PORTRAIT THAT CAPTURES THE REAL YOU


CIBC Private Wealth Management

Your wealth and your aspirations are unique and command a personalized approach. Our commitment is to look beyond the surface and create a true financial portrait that reflects your goals, your values and helps develop your lasting legacy.

With an integrated approach that encompasses wealth strategies, disciplined investment management and sound stewardship, you will find customized services and solutions to meet all of your personal, family and business financial needs.

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2021 federal budget

Learn how this year’s federal budget could affect you. 

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We are a valued financial partner for successful Canadians, including:

Private Banking and Trust Services

Your private banking team brings our finest services and banking expertise to you, to help deliver your unique financial vision and strategy.

  • Full-service Banking
  • Bespoke Lending
  • Partner Capital Loans
  • Cash and Liquidity Management
  • Estate and Trust Services

Investment Management

Your advisory team offers rigour and discipline through market cycles, personal milestones and the full evolution of your wealth.

  • Discretionary/Managed Portfolios
  • Full-service Investment Advisory
  • Custom Capital Markets Solutions
  • Monetization of Concentrated Positions
  • Investment Counsel
  • Self-directed Investing

Wealth Strategies

Your wealth strategists are skilled at navigating opportunities to structure, preserve and optimize your wealth.

  • Discovery, Analysis and Best Practices
  • Sophisticated Wealth Planning and Structuring
  • Corporate and Personal Tax Integration and Advisory
  • Estate Preservation
  • Insurance Counsel
  • Cross-border Strategies

Stewardship

Your advisory team assists with some of life's most significant decisions including succession, inheritance, strategic philanthropy and your lasting legacy.

  • Business Succession and Transition Planning
  • Multi-generational Family Wealth Consultancy
  • Financial Fluency for Younger Generations
  • Strategic Philanthropy, Foundations and Legacy Advisory