history of CIBC
Stability and security
with U.S. offices
firm in industry
Recognized for excellence
Superior client experience
*All figures as of Sept. 30, 2018.
Managing Director and Co-Head, Team Geneva Advisors
"With the addition of Team Geneva Advisors, CIBC Private Wealth Management now has approximately $53 billion in assets under management and administration, and more than 500 professionals who serve clients from offices in 19 locations across the country. Working together, we have the ability to deliver an even more robust complement of investment management, wealth strategies and legacy planning, and streamlined access to private banking, deposit and lending services through CIBC Bank USA. Our merger provides more breadth and depth of resources and makes us part of a leading wealth management firm in the U.S., with more than 95 years of serving affluent clients and families through predecessor firms." Contact John
CIBC Atlantic Trust Private Wealth Management, now part of CIBC Private Wealth Management, was the successful combination of four firms. We built a strong foundation on our common mission of providing extraordinary client service and broad wealth management capabilities:
Whitehall Asset Management
Stein Roe Investment Counsel
Pell Rudman Trust Company
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.
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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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