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 25 years of industry experience.
We commit to provide high-touch service and develop a plan to fit your distinct requirements, ensuring that investments are not only suitable, but appropriate. To assess the effectiveness of our approach, we look at our firm’s high client retention and ongoing referrals, which we view as some of the best indicators of client satisfaction.
“We can certainly speak about our investment returns and estate planning strategies, but at the end of the day, the most important element of our relationship with clients is serving as their trusted advisor. One way we create and build trust is by considering all family members, their financial commitments and their charitable passions in our wealth management discussions. We believe this dialogue gives clients peace of mind and creates a deep understanding about how we can best serve our clients and their families over time. We are very proud that some of our client relationships span more than 40 years and include four generations. Our business is a relationship business, and we view serving these longstanding, multi-generational families as both an honor and a privilege.” Contact Eric
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Bruce D. Katz, CFP®, Managaing Director and Director of Strategic Alliances
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Wealth—and a Relationship—in Transition
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CIBC Private Wealth
Tying together all of the key components of wealth management, we can meet your needs and expectations.
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