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.
Our Client-Centric Culture
What makes our firm special and unique? Simply put, our clients are at the center of every decision that we make.
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CIBC Private Wealth Advantage
For Foundations and Endowments
Endowments and foundations turn to CIBC Private Wealth Management for access to a full range of investment programs that perform.
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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.
We continue to earn national recognition for excellence in private wealth management, client service and family office services.
*through predecessor firms
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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.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
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