Wealth Strategies Group

Wealth Strategies Group

Working with your relationship manager, private banker and other advisors—accountants and attorneys—we move your plan from where it is today to where you want it to be in the future.
Contact a CIBC Private Wealth advisor to learn more about our wealth strategies approach.


Linda S. Beerman, Head of Wealth Strategies

Ryan Christine Coulson, Managing Director

Joshua S. Miller, CFP®, Managing Director

Rebecca W. Milliman, Managing Director

Judith A. Saxe, AEP®, Director of Research and Education

Catherine L. Schnaubelt, Managing Director

Theresa M.H. Marx, Senior Vice President

Halsey O. Schreier, Senior Vice President

Michelle M. Lum, Senior Associate