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Firm Overview - Services Opening Vision Success
What’s your vision for success?
We’ve learned that success often means achieving a sense of satisfaction and joy about the use of your wealth for yourself, your family and causes you uphold. CIBC Private Wealth can be your partner for all of your investment, wealth planning and private banking needs.
Why CIBC Private Wealth?
Firm Overview - Firm Facts
billion in AUMA
* Assets under Management and Administration, includes $76B AUM; as of 07.31.2021. All other data as of 12.31.20 | ** 1 year retention for clients with >$5M in AUM.
Firm Overview - Firm Facts
Expansive services tailored for you
Creating a personalized, holistic wealth plan takes resources, expertise and time. CIBC Private Wealth Management maintains a low client-to-advisor ratio and ensures that each client's multi-functional team is led by a credentialed wealth advisor with an average of over 25 years of industry experience.
Firm Overview Alternating Features
We offer a broad opportunity set across asset classes, global geographic regions and managers because in our experience, we found this to be the best way to preserve and grow your assets. For your portfolio, we consider your family and your goals and needs, and give you a customized investment portfolio with access to global expertise.
In addition to investment management, we help our client families consider how they want to use the wealth that has been created. We help you to meet your lifestyle needs, plan your family legacy and fulfill your charitable vision.
Through our CIBC National Trust Company, we have authority to serve as a professional trustee throughout the country. This authority provides us with the flexibility to serve our clients regardless of where they live in the U.S. and establish their trusts, and no matter where their children or grandchildren relocate.
CIBC is pleased to offer a full complement of private banking solutions, with deep expertise in developing sophisticated lending and deposit strategies to meet the needs of affluent clients.
CIBC Family Office meets the needs of ultra high-net worth, multigenerational families, generally with over $50 million in assets. Once our dedicated team understands your goals and purpose for your wealth, we develop the most appropriate architecture and strategy for your family office, shaping our offering to respond to the different generations’ needs.
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Questions about our firm
Sidney F. Queler, Managing Director and National Director of Business Development
Our client-centric culture
What makes our firm special and unique? Our clients are at the center of every decision that we make.
CIBC Private Wealth Firm Overview
Tying together all of the key components of wealth management, we can meet your needs and expectations.