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.
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
Tailored Private Banking
CNBC Power Lunch
David Donabedian, CIBC Private Wealth Management chief investment officer, discusses his market outlook for the rest of the year.
Watch Video (2:55)
Q2 2018: Inflation: Hello Again?
Remember "Whip Inflation Now"? Fast forward to 2017, where WIN could have stood for "Where's Inflation Now?" Here's why that could soon change:
G2G Impact Podcast Series
Marriage and Finances: Loving Union, Legal Contract
Prenuptial agreements often have a negative connotation associated with them, but they can be very beneficial for many couples considering marriage.
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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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.
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For further assistance, please contact your Atlantic Trust client service team.