About us

Our Story

Built on a foundation of stability, stewardship and safeguarding what matters most, our legacy is to focus on your future.

How we work with you

Committed to you at the core of everything we do

Over our hundred-plus year history, a lot has changed — but  here’s what remains the same:

Personalized service

You’re never just a number. Our emotionally invested advisors want to be your first call. For anything.

Holistic advice

We connect the dots, delivering complete  service across all your financial needs.

Fiduciary trust

Independence defines our advice; trust  defines our relationships.

Institutional backing

Benefit from the stability and expertise of a financial giant alongside the bespoke service of a dedicated wealth team.

Deep expertise

Every advisor is backed by a suite of specialists across  an array disciplines to ensure the best insights.

A message from our CEO

Building trust beyond wealth

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

A depth of experience, built over generations

CIBC Private Wealth has been providing investment advisory and management services to select families, wealthy individuals, and organizations for more than 100 years through our predecessor firms, which date to 1909

Today

CIBC Private Wealth continues building on a legacy of trust

Stewarding over $118 billion in assets and advancing more than a century of care.

2018

CIBC Atlantic Trust becomes  CIBC Private Wealth

Bringing together generations of trusted advisory firms under one unified name.

2014

Atlantic Trust joins CIBC

Becoming part of a leading global institution while preserving a boutique, client-first approach.

2003

Geneva Advisors Founded in Chicago

Built to serve affluent individuals and families, later becoming part of CIBC Atlantic Trust (now CIBC Private Wealth).

1991

The PrivateBank founded in Chicago

Created to deliver relationship-driven wealth services, later being acquired by CIBC.

1980

Pell Rudman founded in Boston

A fiduciary-first institution dedicated to independent client-focused wealth management, later rebranding as Atlantic Trust (now CIBC Private Wealth).

1932