This third part of the four-part Creating Your Family Legacy blog series focuses on the second of three key principles of legacy planning, “evolving a health family wealth culture.”

We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago

This second part of the four-part Creating Your Family Legacy blog series focuses on the first of three key principles of legacy planning, “integrating family wealth planning.”

In 1974, President Gerald Ford encouraged all Americans to wear "WIN" buttons (Whip Inflation Now) as a way to rally the country against the inflationary spiral that was causing major economic dislocations and rapidly rising interest rates. Fast forward to 2017, and today’s WIN button could stand for “Where’s Inflation Now?”

Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust.

Wealth is not just money, and it takes much more than the simple accumulation of material assets to achieve success.

It’s unfortunate, but travel leaves your assets more vulnerable than you might think, so making financial plans in advance of your travel is crucial.

Back in May, we started a discussion on active vs. passive investing and argued that there are many instances in which active management is likely to deliver better results.

The FOMC left its target range for federal funds unchanged at 1.0% to 1.25% and did not provide a launch date for its anticipated balance sheet reduction.

It’s important to have a clear view of your finances; it’s even fairly common to accidentally leave assets unnoticed.

Here are three ways to prepare if you or a family member may be facing a disease characterized by cognitive decline.

Helping your children make financial decisions is a good thing, but it may be even better to teach them financial priorities that will guide their decision-making over the course of a lifetime.

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors, a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees (see press release). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth quarter of...

Last month’s investment article highlighted the debate surrounding active vs. passive investment, framed by the notion that most professionally managed funds have struggled to keep up with indices in recent years.

Summer is here, and your adult children may now be home from college, your child may be getting ready for his or her first post-college job or you may be helping a child prepare to leave for college for the first time.