Investment Management, Wealth Strategies, Trustee Services, Private Banking
Resources for you
Investments
Recession on the horizon?
Economic expansion is at risk and whispers of a recession are growing exponentially louder. Our experts discuss the factors we are watching and our approach to investing amidst a challenging investment enivronment.
Insights
The case for real assets
Real assets can be overlooked in portfolio allocations. In this paper, we explain why we believe this asset class can offer largely untapped benefits in both the current market environment and as a long-term allocation.
Wealth strategies
Talking to children about wealth, Part III
Learn ways to engage children, age 12 to 18, in conversations about wealth
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.
Latest news
Accolade
CIBC Private Wealth US wins Private Asset Management’s “Best Multi-Family Office $25 billion and over” award
The firm was also highly commended in the Best High-Net-Worth Investment Platform category.
Article
Senior Wealth Strategist Halsey Schreier in Forbes
Halsey shares ESG investing trends for 2021 and beyond in his latest Forbes blog.
Accolade
CIBC Private Wealth ranked #4 in Barron’s “2021 Top 100 RIA Firms"
We would especially like to thank our clients for the confidence they have placed in our firm, and thank our experienced team for their dedication in making our clients’ ambitions a reality.
Understanding what's important to you
Personalized, holistic wealth plans to fit your distinct goals. Where should we start?
