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Insights
CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider for their portfolios and wealth plans during the COVID-19 pandemic.
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Investments
CIBC Private Wealth experts discuss our economic viewpoint related to COVID-19, the recent passing of the CARES Act and more.
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Wealth Strategies
This is an opportune time to review your estate planning documents and engage in planning that takes advantage of low market values and high volatility.
We shape our offering to respond to your specific objectives, integrating expertise in three key areas:
Proven, diversifed investment platform
Cohesive wealth strategies and trustee services
Tailored banking solutions
Learn more about wealth management for your life and legacy.
Article
Crude poised for longest winning streak in nine months
Proactive planning with low market values using gifts
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Accolade
Five individuals in our firm received recognition from Barron's.
Personalized, holistic wealth plans to fit your distinct goals. Where should we start?
Retirement
Wealth Transfer
Trustee Services
Banking
Business Succession
Family Legacy
Philanthropy
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External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
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For further assistance, please contact your Atlantic Trust client service team.
