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CIBC Private Wealth
You have unique challenges and ambitions. We can help you address these with our tailored services and solutions. At CIBC Private Wealth, we take a comprehensive approach to managing, building and protecting your wealth. Together we develop a plan that takes into account who you are today and what you want for your family and wealth tomorrow.
Every element is designed to support your goals
Our integrated approach is built around four key pillars. It all starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward.
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 solutions
- Cash and liquidity solutions
- Cross-border banking solutions
- 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
Exclusive webcast: What will the spring bring?
Thursday, March 30 at 4:00 pm ET with CIBC experts Benjamin Tal, Jamie Golombek and Kate Lazier.
Register here for the What will spring bring webcast. Opens in a new window.
Our services and solutions
Our services are delivered by professionals within our specialized business groups who collaborate to help you meet all of your personal, family and business financial needs.
CIBC Family Office
We help you and your family manage the complexities of multi-generational wealth by developing a plan that is tailored to meet your needs.
Insights that matter to you
Hear from CIBC's experts on economic, market and financial matters relevant to your wealth, your life and your legacy.
