More about our firm

Growing up
in the business

Jack Markwalter, Chief Executive Officer

Legacy
planning

Judith Saxe, Senior Wealth Strategist

A creative plan
articulates a vision 

Dee Ann Schedler, Senior Relationship Manager

Stepping up for a
longtime client

Barry Berlin, Senior Relationship Manager

Serving three
generations and beyond

Jack Markwalter, Chief Executive Officer

Wealth—and a relationship—
in transition

Scott Thompson, Senior Relationship Manager

A life ends,
a relationship begins

Barry Berlin, Senior Relationship Manager

Business
succession

Judith Saxe, Senior Wealth Strategist

Evolution of a
client relationship

Jack Markwalter, Chief Executive Officer

CIBC Private Wealth Advantage–For Individuals and Families

Our business model has earned our clients' trust. Learn how our unique value proposition can benefit you and your family.


CIBC Private Wealth Advantage–For Foundations and Endowments

Endowments and foundations turn to CIBC Private Wealth for investment programs that perform. For more than 60 years,* we have been helping organizations preserve the value of their funds even while they maintain target spending rates.


CIBC Private Wealth Awards and Recognition

We continue to earn national recognition for excellence in private wealth management, client service and family office services.


*through predecessor firms