Firm Overview

Client Experience

Beyond delivering these services, it's how we're delivering them that's unique.

CIBC Private Wealth Management's Expansive Services

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.

Investment Management

We offer a broad opportunity set across asset classes, global geographic regions and managers because in our experience, we found this to be the best way to preserve and grow your assets. For your portfolio, we consider your family and your goals and needs, and give you a customized investment portfolio with access to global expertise.


Wealth Strategies

In addition to investment management, we help our client families consider how they want to use the wealth that has been created. We help you to meet your lifestyle needs, plan your family legacy and fulfill your charitable vision.


Trustee Services

Through our CIBC National Trust Company, we have authority to serve as a professional trustee throughout the country. This authority, along with our experience and knowledge, allows us to help clients throughout the U.S. establish trusts with fiduciary care and responsibility.


Private Banking

CIBC is pleased to offer a full complement of private banking solutions, with deep expertise in developing sophisticated lending and deposit strategies to meet the needs of affluent clients.



billion in AUMA


client-to-employee ratio


client retention

*1 year retention for clients with >$5M in AUM.

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