WHO WE HELP

How you've built your wealth affects all aspects of your life, and presents distinct opportunities. Our deliberate approach to comprehensive wealth management carefully considers who you are, and what you value.

CIBC Private Wealth Management's services are intended for individuals and families with over $1 million in investable assets.

Business Owners

As a business owner and entrepreneur, you're ambitious, passionate and have a keen eye for opportunity. We can help navigate the intricacies of your business and personal financial objectives with a range of experts, including advisors from CIBC Private Banking, CIBC Commercial Banking and CIBC Capital Markets.

Investment Management

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
  • Investment Counsel
  • Self-directed Investing
Wealth Strategies

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
  • Estate Planning
  • Cross-border Strategies
Stewardship

Stewardship

Your advisory team can assist you 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

Executives and Professionals

As a senior executive or professional, you have significant obligations and unique financial needs. Whether its multi-faceted compensation models and equity purchase plans, or specialized borrowing needs, your advisory team can help tailor a holistic wealth strategy that's right for you.

Investment Management

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 Strategies for Concentrated Portfolios
  • Investment Counsel
  • Self-directed Investing
Wealth Strategies

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
  • Personal Tax Optimization and Advisory
  • Estate Preservation
  • Insurance Counsel
  • Cross-border Strategies
Stewardship

Stewardship

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

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

Individuals and Families

As an individual or family that has accumulated significant wealth, your goals to enhance, preserve and effectively transfer your wealth are paramount. Your team of expert advisors will help you craft a holistic strategy and create an enduring legacy.

Investment Management

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
  • Investment Counsel
  • Self-directed Investing
Wealth Strategies

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
  • Personal Tax Optimization and Advisory
  • Estate Preservation
  • Insurance Counsel
  • Cross-border Strategies
Stewardship

Stewardship

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

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