Experience our multi-faceted approach
Stewardship
We have extensive experience in building, customizing and stewarding solutions from across CIBC to meet the needs of your family enterprise. While our Family Office team has numerous administrative and technical responsibilities, above all they seek to nurture a long-term, multi-generational relationship founded on trust.
Personal financial management
Whether you need a simple bank account or a complex lending facility, our Private Banking team works closely with you, your family and your external advisors to meet your needs through unique and customized cash management, as well as credit and lending solutions.
Family enterprise advisory and succession planning
Each family enterprise is its own unique ecosystem, but they all have one common characteristic: the overlap of family, ownership and business issues. Our experts address planning needs that are critical to your family enterprise continuity including business succession, family governance, family legacy, family risk management and strategic philanthropy.
Investment management
Experience unique access to our institutional due diligence capabilities, customized solutions and expertise in designing appropriately diversified portfolios. We provide objectivity, expertise and significant scale through resourcing best in-class portfolio managers that meet the goals, risk profile and time horizon of your family enterprise.
Meet our Family Office leadership team
Amin Kanji, CPA, CA, CPA (IL), FEA
Executive Director of Family Enterprise Advising
Jamie Golombek, CPA, CFP, CLU
Managing Director, Tax and Estate Planning
Lana Robinson, FEA, CFP, CPWA
Head of Ultra-High Net Worth Private Banking and CIBC Family Office
Kate Lazier, LLP, CFP
Director and Lead of Estate Planning and Philanthropy
David Wong, CFA, FRM
Group Chief Investment Officer, Managing Director and Head, Total Investment Solutions
Perspectives
Video: Succeeding as the next generation (4:19)
Hear from two thought leaders on best practices in identifying and overcoming roadblocks that are faced by the rising generation in affluent families.
Transcript for the video Succeeding as the next generation. Opens in a new window.
Domestic agreements
Domestic agreements prepare couples for the unexpected — potentially sparing you and your partner a lot of financial and emotional grief down the road.
Video: When to consider exiting a business (4:24)
Trevor Gough, Managing Director of CIBC Mid-Market Investment Banking, Jamie Golombek, Managing Director of Estate Tax and Estate planning, and Susan Wood, Director of Wealth Strategies, discuss different factors to think about before selling a business.
We’re here for your family