Beyond delivering these services, it's how we're delivering them that's unique.
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 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.
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.
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.
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
*1 year retention for clients with >$5M in AUM.
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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Internal Custody:If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
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.
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