Who We Serve
Women and wealth
Your legacy is yours to lead. We help you
shape it with clarity and conviction.
Navigating life’s biggest moments with confidence
You bring a clear perspective on wealth and its role in your life. We collaborate with you to preserve and direct your wealth with intention — across changing circumstances and generations.
Realize wealth’s promise
Build and protect your wealth
Grow passive income, mitigate risk exposure and optimize returns.
Gain perspective beyond numbers
Visualize your future and align your wealth to your goals.
Shape your family wealth plan
Direct your family’s financial future, from education to inheritance.
Prepare the next generation for success
Empower your children with financial confidence for every stage of life.
Make your mark
From business succession to philanthropy, leave the impact you intend.
Thrive in retirement
Plan a retirement cashflow that protects and empowers you.
Advancing your ambition for wealth
A comprehensive suite of services, grounded in relationships you can trust.
Investment management
We begin with your priorities — not our products — understanding your objectives, transparently aligning asset allocation to your unique goals, values and vision.
Wealth planning
Turn complexity into potential with comprehensive planning and trusted advice that delivers clarity, confidence and unwavering support you can count on.
Retirement planning
Define retirement on your own terms — and live it to the fullest. From strategic tax planning to retirement cashflow, we help you fund the future you envision.
Private banking
Accomplish more with your wealth with centralized banking solutions built around you and your convenience.
Insights and perspectives
Women's Circle
Good Dirt
Author Charmaine Wilkerson discusses "Good Dirt," a sweeping story in which a family heirloom becomes a vessel for history, identity, grief, and renewal. Then, CIBC's Linda Beerman, Head of Wealth Strategies, shares insights into the practical and emotional intricacies of preserving and passing on tangible personal property.
Estate planning
Estate Planning Fundamentals: How to Plan for Tangible Personal Property
Tangible personal property such as jewelry, artwork, collectibles, and family heirlooms can create conflict in estate administration if your wishes are unclear. A strong estate plan can help protect your intentions, reduce disputes, and make transfers easier for your loved ones.
Women's Circle
Ask the architect
Join Garrett Harabedian, Registered Architect and Principal at Northworks, for an engaging conversation on working with architects and navigating your next project—from concept to completion. Plus, hear from CIBC private banker Brenna Hooker, CFP®, on the ins-and-outs of construction loans.
