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Form ADV
CIBC Asset Management Inc. (“CIBC AM”), which includes CIBC Private Investment Counsel a division of CIBC AM, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). As a registered investment adviser, we’re required to regularly file and update disclosures with the SEC using the Form ADV.
The Form ADV has 3 parts:
ADV Part 1
We provide information about our business including the number of clients we serve and the amount of assets we manage for these clients. We also provide information on our ownership, employees, business practices, affiliations and any disciplinary events for the firm or our employees. To consult our ADV Part 1, we refer you to the SECOpens a new window in your browser..
A narrative brochure that contains information about our business such as the types of advisory services offered, our fee schedule, how we managed client’s assets, our financial affiliates, conflicts of interest and our Code of Ethics. This brochure is the primary disclosure document which will be provided to you as a client.
A brief summary of our firm, the services we offer and the key areas a client should focus on when considering hiring us.