CIBC Private Wealth
$107B
assets under management and administration
158 years
of financial strength and stability
95%
client retention
Who we serve
You want to turn your growing wealth in to lasting financial security. We act as your sounding board and drive financial confidence, helping you strategically harness the momentum you’re building with your money.
Your goals are complex and deeply personal. From investment management and wealth planning to estate and family office services, we partner with you to grow, preserve and purposefully deploy your wealth in ways that matter most.
You make a mark on your community — and you want your legacy to last for generations. We offer mission-aligned strategies that bring fiduciary oversight to governance, asset allocation, tax strategies and detailed reporting.
You bring a clear perspective on wealth and its role in your life. We collaborate with you to preserve and direct your wealth with intention — across changing circumstances and generations.
Your personal and business finances are deeply intertwined. We coordinate everything from tax and insurance strategies to exit and succession planning so you can focus on scaling your business.
Wealth solutions
Proactive and independent portfolio management to drive outperformance in ever-changing markets.
Comprehensive wealth management to simplify complexity and harness possibility in your lifestyle, legacy and philanthropic vision.
Trustee management services that oversee and execute your intentions in accordance with your objectives.
Banking solutions tailored to optimize liquidity and align to your wealth plan.
A well-defined organizational structure for your family enterprise to achieve goals and meet the needs of each generation.
For the first time in history, we are on track to see three companies with trillion-dollar-plus valuations go public in a single year.
