CIBC Private Banking

You’re unique and so are your goals. That’s why you deserve specialized expertise when it comes to your finances. At CIBC Private Banking, we work with you to create an integrated plan to help preserve and enhance your wealth.

Our tenured, credentialed private banking advisory teams have extensive experience in building, customizing and stewarding solutions to meet the needs of our high net-worth clients. They work with individuals, families, holding companies, trusts and foundations.

Realize your ambitions with our specialized solutions

Cash management

  • A dedicated team to assist you with your day-to-day banking needs
  • Tailored deposit solutions for personal and non-personal funds over the short and long term
  • Foreign currency solutions
  • U.S.-Canada cross-border solutions
  • Award winning online banking access


  • Bespoke solutions to meet your risk profile, time horizon, liquidity and goals 
  • Leverage best-in-class relationship managers across execution-only, advisory and full discretionary platforms
  • Access capital and income guaranteed structures available exclusively through CIBC Capital Markets

Credit and lending

  • Customized credit solutions to meet your personal credit needs
  • Unique offers and solutions for entrepreneurs and professionals, including partner capital loans
  • Competitive pricing
  • U.S. dollar credit solutions within Canada and the U.S.

Wealth planning

  • Access to dedicated and experienced wealth planners who have tax, estate, insurance, retirement, philanthropy and cash flow planning expertise
  • Benefit from estate and insurance solutions through our Trust and Estate Consultants and Estate Planning Specialists

Connect with us

To learn more about how we can partner with you on your wealth planning needs, please contact a CIBC Private Banking advisor.

Find an advisor


Our experts share key insights to help make the wealth strategies that matter most to you easier to understand, relevant and actionable.

Estate preservation and enhancement

An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.

Estate preservation and enhancement (PDF, 530 KB) Opens in a new window.


An economic 12-month forecast, analyzing how markets might be affected.

Perspectives — July 2021 (PDF, 565 KB) Opens in a new window.

Charitable estate gifts

Making a charitable gift in your will is a great way to benefit the community and save taxes.

Charitable estate gifts (PDF, 655 KB) Opens in a new window.

Tell us about yourself so we can find the right team for you