More about our firm


Growing up
in the business

Jack Markwalter, Chief Executive Officer


Judith Saxe, Senior Wealth Strategist

A creative plan
articulates a vision 

Dee Ann Schedler, Senior Relationship Manager

Serving three
generations and beyond

Jack Markwalter, Chief Executive Officer

Wealth—and a relationship—
in transition

Scott Thompson, Senior Relationship Manager

Evolution of a
client relationship

Jack Markwalter, Chief Executive Officer


CIBC Private Wealth Advantage–For Individuals and Families

Our business model has earned our clients' trust. Learn how our unique value proposition can benefit you and your family.

CIBC Private Wealth Advantage–For Foundations and Endowments

Endowments and foundations turn to CIBC Private Wealth for investment programs that perform. For more than 60 years,* we have been helping organizations preserve the value of their funds even while they maintain target spending rates.

*through predecessor firms