Is an Investment Counsellor right for you?

The value of our Investment Counselling

A high touch experience with a dedicated fiduciary

Our tenured Investment Counsellors have extensive experience building customized investment strategies unique to your needs. Through our discretionary investment management approach, we partner with you and manage the day-to-day decisions on your behalf to help meet your complex personal, family and business financial needs.

Tailored Investment management 

We provide you with access to local and global investment managers and due diligence capabilities traditionally reserved for large pension funds and institutional investors. Our rigorous oversight and monitoring processes help ensure high quality investment managers and strategies.

A breadth of investment counselling expertise

We work with high-net-worth clients, business owners, private and charitable foundations, trusts, estates and not-for profit organizations. Collaborating with our specialized partners across CIBC, we aim to ensure that every aspect of your plan is geared towards growing and protecting your wealth.

Connect with a CIBC Private Investment Counsellor

Frequently asked questions