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Firm overview

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.*

*Private banking solutions provided by CIBC Bank USA

Firm Overview - Firm Facts

$921

 

billion in AUMA

155

 

years of cibc
financial strength and stability

98%2

 

client retention 

1 Assets under Management and Administration, includes $71B AUM. Data as of 4.30.2022 |
21-year retention for clients with >$5M in AUM, y/y as of 9.30.2022
 
 

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

Investment Management

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.

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Wealth Strategies

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.

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Trustee Services

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.

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Private Banking

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.

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Family Office

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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Firm Overview Tiles Related Resources

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Questions about our firm

Sidney F. Queler, Managing Director and National Director of Business Development

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Our client-centric culture

What makes our firm special and unique? Our clients are at the center of every decision that we make.

Insights

Access investment and wealth planning resources, market analysis from our experts and more.

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