Who we serve
Affluent individuals and families
Your legacy is yours to define. We’ll help you realize it, preserving what you’ve created and building what comes next.
Powering your purpose
You want to turn your new, growing or inherited wealth in to lasting financial security. We act as your sounding board, building the financial confidence that helps strategically harness the momentum you’re building with your money.
Bespoke support for every stage of life
Build and protect your wealth
Grow passive income and mitigate risk with high-conviction globally diversified portfolio research and rebalancing.
See the complete picture
Coordinate diverse personal and family wealth plans with confidence across complex needs.
Optimize liquidity and cashflow
Make banking more convenient. Coordinate investment, credit and structuring solutions in one place.
Build financial fluency across generations
Understand how personal and family wealth planning fit together.
Find purpose in retirement — and fund it
Understand your post-career needs and goals with expert advice, tax strategies and cash flow planning.
Plan the legacy you desire
Minimize estate tax and maximize what you pass on with our estate and trust planning services.
Fulfilling your vision for wealth
Explore our comprehensive suite of services, supporting you at every stage of your financial journey.
Investment management
From complex portfolios to newly accumulated wealth, we start with what you need, not what we have to offer, curating purpose-built strategies tailored to your unique mandates.
Wealth planning
Life evolves, and so do your needs. Through every stage of life and the legacy you wish to create, we help you plan, protect and adapt so your wealth continues to support your goals.
Retirement planning
You’ve spent a lifetime building your wealth. We ensure it continues to work for you by structuring a retirement befitting your lifestyle — and legacy.
Trust and fiduciary services
Your plans deserve careful stewardship. We build a trusted framework to carry your intentions forward, protecting your wealth and ensuring your vision endures across generations.
Private banking
Wealth has many facets. Our private banking services bring your investments, banking and lending together in one central hub, coordinated by a single, dedicated relationship manager.
Insights and perspectives
Wealth planning
Is equity part of your compensation? Five essential things to know.
Equity compensation can offer meaningful opportunities to build long-term wealth, but it also comes with important tax and planning considerations. Understanding how these incentives fit into your broader financial picture can help you make more informed decisions and use them more strategically.
Estate planning
Beyond the balance sheet
Comprehensive wealth planning is about more than tax efficiency, investment strategy and the orderly transfer of financial assets. It is also about helping families prepare for the practical and emotional realities that come with wealth transfer.
Wealth Planning Illuminated
Curating a legacy
Collectibles and personal property often hold deep personal significance alongside financial and legacy value. In this webinar, experts from CIBC Private Wealth outline important wealth planning considerations for these assets, including preservation, valuation, transfer, gifting and sale, and approaches to help families navigate decisions with greater clarity and less conflict.
Retirement Planning
Trump Accounts
Designed to help children build savings early with tax-deferred growth, Trump Accounts offer a new way to support long-term financial goals. Families interested in Trump Accounts should keep several important considerations in mind.
