Experience, expertise and dedication to the people behind the accounts.
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About us
How we work with you
You’re never just a number. Our emotionally invested advisors want to be your first call. For anything.
We connect the dots, delivering complete service across all your financial needs.
Independence defines our advice; trust defines our relationships.
Benefit from the stability and expertise of a financial giant alongside the bespoke service of a dedicated wealth team.
Every advisor is backed by a suite of specialists across an array disciplines to ensure the best insights.
A message from our CEO

At CIBC Private Wealth, we see it as a special privilege to serve as trusted advisor for our clients and their families. We are honored to be welcomed into the inner sanctum of their lives. Whether it’s pivotal business or investment decisions, or personal milestones like graduations and weddings, we understand and appreciate the significance of these moments — and we treat the trust you place in us with the importance it deserves.
Where the industry averages 300+ clients per advisor, we intentionally serve just 40 to 50 — and that’s by design. It means that when you make a last-minute call, we’re there to pick up. When you’re faced with a key decision, we’re on your side. When you need something that feels outside the realm of finance, we will do our best to deliver. And when our conversations shift from “What do we have?” to “What does it all mean?” and, eventually, “What will be my legacy?” we’ll be by your side to discuss what matters most, making decisions based on trust, not transaction.
We’re not just there for your financial journey, we’re there for your life’s journey. Because whether you are building your wealth or passing it to the next generation, everyone has unique goals and a legacy that is distinctly their own. Our passion and commitment is helping yours endure across generations.

Our History

More about us
Experience, expertise and dedication to the people behind the accounts.
Offering bespoke solutions for those who seek more than wealth.
Comprehensive support across every aspect of your financial world.