As a client of CIBC Private Wealth Management, you benefit from our boutique, high-quality experience backed by the financial strength and stability of our global parent company, CIBC. Our unique platform has been expertly crafted by professionals with extensive experience managing wealth for affluent clients. CIBC brings a 150-year history and was recognized in 2016 as one of the top 10 safest banks in North America by Global Finance magazine.
From offices across the U.S., we deliver a robust complement of investment management, wealth strategies and legacy planning, and private banking, deposit and lending services.* Importantly, we commit to act in our clients’ best interests, with a goal of providing the highest-quality client experience in the industry.
Leveraging CIBC’s resources for innovation, we continue to build upon our legacy of excellence, further expanding our offering and enhancing our platform.
*Private banking solutions are provided by CIBC Bank USA.
Our relationship with clients is based on a simple philosophy—
Ask the right questions, listen carefully to your answers.
Before we can envision what wealth management will mean for you and your family,
we need to learn what is most important to you and your family.
As part of our discovery process, together we will explore some of the issues of holistic wealth management, including:
Proven, Multi-Asset Class
Cohesive Wealth Planning
and Trustee Services
CNBC Power Lunch
Dave Donabedian joins 'Power Lunch' to discuss markets amid trade and Fed rate hike concerns.
Q3 2018: A Sunny and Windy Forecast
There's no question that clean energy is not only competing with traditional sources of energy, but in many cases is beating them.
Wealth Your Way Podcast Series
Basic Gift and Education Planning
Although giving and receiving gifts is a tradition that most people have participated in their entire lives, you may not often think about how gifting can be beneficial from a financial planning perspective.
CIBC placed 8 of 10 banks ranked in Global Finance magazine’s “Safest Banks in North America” list, published September 29, 2016. Banks were selected through an evaluation of long-term foreign currency ratings—from Moody’s, Standard & Poor’s and Fitch—and total assets of the 500 largest banks worldwide.
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Internal Custody:If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
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For further assistance, please contact your Atlantic Trust client service team.