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Wealth strategies
Wealth planning strategies and resources
We believe, the best wealth management is always centered on you and your family — it’s about what you need, not about what we have to offer.
Expertise focused on your goals
We shape our offering to respond to your specific objectives, integrating expertise in three key areas:
Proven, diversifed
investment platform
Cohesive wealth strategies
and trustee services
Learn more about wealth management for your life and legacy.
*Private banking solutions provided by CIBC Bank USA.
CIBC Private Wealth awards and recognition
CIBC Private Wealth continues to earn national recognition for excellence in private wealth management.
Private Asset Management (PAM) awards
CIBC Private Wealth wins PAM’s 2024 “Best High Net-Worth Investment Platform” award; earns highly commended for Private Banking Client Service.
The firm’s Investment Team has been recognized with the Best High Net-Worth Investment Platform award by PAM for the 2nd consecutive year, also marking the 12th consecutive year PAM has recognized the firm’s investment program. CIBC Private Wealth remains PAM’s most awarded firm in the industry over the last 14 years.
To see a list of some of our PAM awards over the years, click here.
Family Wealth Report (FWR) awards
Family Wealth Report honors CIBC Private Wealth, US, with “Private Client Investment Platform” award; recognizes Richard Havey, CFA, as “Leading Individual (MFO)" award
This year’s accolades mark the 15th time the firm has received recognition from FWR since 2014.
To see a list of our investment-related FWR awards over the years, click here.
Industry recognition
CIBC Private Wealth ranked #2 in Barron’s “2024 Top 100 RIA Firms”
Our firm has ranked in the top 10 of Barron’s Top 100 RIA Firms list for five consecutive years.
To see a list of awards and rankings from Barron’s and other notable industry publications, click here.
PAM annually invites firms to compete for awards in several categories that are reviewed by a panel of independent industry experts. PAM considers the following criteria when selecting the winners of these awards: (1) Financial progress: Candidates must be able to demonstrate performance track records over the course of the last 12 months. (2) Growth: Client numbers, internal hires and geographic expansion (3) Client satisfaction: Provide evidence of client satisfaction (4) Product innovation: Details of new services and products launched over the course of the year prior to the year the award is given.
2024, Private Asset Management, “Best High-Net Worth Investment Platform.” February 8, 2024. The detailed information provided by CIBC Private Wealth included information on both internal and external strategies as of July 31, 2023. The firm was one of four shortlisted for this award, and was the only one to win. Criteria used included delivery of client objectives through risk-adjusted performance across a range of investment solutions and demonstration of client servicing standards, including client testimonials.
Family Wealth Report annual awards are determined by a panel of judges’ review of questionnaires. The categories are focused around three main areas (1) Experts (individuals and teams); (2) Products; and (3) Services for wealth managers and clients/institutions of all sizes and types.
2024, Family Wealth Report, “Private Client Investment Platform” The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community. CIBC Private Wealth was one of six firms shortlisted and the only recipient of this award.
2024, Family Wealth Report, “Leading Individual (MFO)” Richard “Dick” Havey, CFA, was the only 2024 recipient of this award. The award recognizes an individual working in the private client world.
2024, Barron's "2024 Top 100 RIA Firms", 2023, Barron’s, “Top 100 RIA Firms”, 2022, Barron’s, “Top 100 RIA Firms”, 2021, Barron’s, “Top 100 RIA Firms,” and 2020, Barron’s, “America’s Best RIA Firms. CIBC Private Wealth placed 2 of 100 firms in this list published September 13, 2024 with information provided as of June 30, 2024, 6 of 100 firms in this list published September 18, 2023 with information provided as of June 30, 2023, 7 of 100 firms in this list published September 19, 2022 with information provided as of June 30, 2022, 4 of 100 firms in the list published September 17, 2021 with information provided as of June 30, 2021, and 2 of 100 firms in the list published September 14, 2020 with information provided as of June 30, 2020. Rankings are focused on private wealth management assets and include metrics on succession planning, growth, client segmentation, technology spending, and staff diversity.
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.
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