CIBC Atlantic Trust Becomes CIBC Private Wealth Management

Inspired Vision for Wealth

CIBC extends brand across the U.S.
 

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Strength, Stability and Resources for Innovation

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.

Understanding What's Important to You

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:

    • What are your goals for growth of your assets and for downside protection? Do you have concentrated positions or other special considerations? Learn more
    • What amount of cash flow and assets will be required to maintain your lifestyle? Learn more
    • How do you envision your family wealth transfer plan? What do you want your trustees to know? Learn more
    • Have you utilized trusts effectively to protect your family and minimize taxes, and have you educated the beneficiaries? Learn more
    • Do you have access to a private banker who can help address liquidity needs? Learn more
    • What are the values, stories and inspirations that define and enrich your family? Are your children prepared to receive the wealth? Learn more
    • What are your passions for giving and for engaging next generations in your charitable legacy? Learn more
    • Have you diversified your investments beyond your business and provided for business continuity and succession?
      Learn more
    • Do you have the appropriate insurance and privacy safeguards in place? Learn more

Our Distinguishing Factors

Proven, Multi-Asset Class
Investment Platform

  • Proprietary investment strategies comprised of individual stocks and bonds
  • Select external managers create a fully diversified platform
  • Unique access to alternative investments
  • GIPS-compliant track record of strong, risk-adjusted returns

Cohesive Wealth Planning
and Trustee Services

  • Comprehensive financial and legacy planning capabilities
  • Organized and simplified analysis of financial and estate plan
  • Wealth transfer and entity management guidance
  • Full trust services offering

Tailored Banking
Solutions

  • Leading commercial bank for business needs
  • Custom lending options to provide liquidity when needed
  • Residential real estate financing
  • Deposit accounts with attractive interest rates and online access

Resources for You

News

CNBC Power Lunch

Dave Donabedian joins 'Power Lunch' to discuss markets amid trade and Fed rate hike concerns.

WATCH (4:20)

The Advisor

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.

Read more

Wealth Your Way Podcast Series

Charitable Planning

When fortune smiles on you, how do you smile back? Donating cash may be one of the easiest ways to support your favorite causes, but there are many other strategies you can use as well. 

Read more

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.