Cookie notice
CIBC uses cookies to understand how you use our website and to improve your experience. This includes personalizing CIBC content on our mobile apps, our website and third-party sites and apps. To learn more about how we do this, go to Manage my advertising preferences.
When asked what we mean by holistic wealth planning, we often say that, in addition to investment management, we help our client families consider how they want to use the wealth that has been created.
From close to a century of working with affluent families, through legacy firms, we know that there are universal concerns about wealth that bring complexity to wealth ownership. But we also know how to demystify this complexity.
With much experience, we have learned that our clients’ goals for wealth fall into three primary categories: 1) Client—meet your lifestyle needs, 2) Children and Descendants—plan your family legacy, and 3) Philanthropy—fulfill your charitable vision.
Our wealth strategies method is a process that ultimately presents a simplified picture of your wealth plan, helping you understand what you have in place and where changes are needed to make the plan reflect your current and future vision. The picture becomes our road map, and working with your other advisors—accountants and attorneys—we move your plan from where it is today to where you want it to be in the future.
Roll over each of the circles to learn more »
Head of Wealth Strategies, CIBC Private Wealth Management
“You’ve done the planning. You’ve listened to your advisor, lawyer, accountant—they’ve talked to you about taxes until your eyes glazed over. You’ve done everything that you can to take advantage of all the exclusions, exemptions and credits to move your wealth down to the next generation. But there’s a little voice in your head that says, ‘What does this all mean? Are my children and grandchildren going to be ready for this? What’s going to happen when I’m not here to guide them? What is the purpose of wealth beyond money?’ We welcome these conversations.” Contact Linda
Wealth Strategies Resources
Estate Planning Fundamentals
Estate Settlement
Income Tax Planning
Legacy Planning
Lifetime Gift Planning
Retirement Planning
Family Wealth Preservation
View More Resources
The best wealth management solution is always centered on you and your family—it’s about what you need, not about what we have to offer. And the best approach is with an integrated team that brings you and your family, our wealth strategists and investment team together, under the guidance of your wealth advisor. Throughout your relationship with our firm, all parties will work closely to discover, guide and ultimately deliver a holistic wealth strategy.
Organize and Visualize
Evaluate and Simplify
Collaborate and Implement
Get in touch
Contact Judith A. Saxe, AEP®, CAP®, Director of Research and Education, Wealth Strategies.
Send a message
Video
Linda Beerman, head of CIBC Private Wealth Management’s Wealth Strategies Group, discusses what it means to see wealth's promises realized.
Offering
Women's CIRCLE is a unique initiative to engage new conversations about women and wealth.
Read More
* Required fields
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.
Safari Browser Users:To access login links, you will need to deselect the "Block pop-up windows" option under your security preferences.
For further assistance, please contact your Atlantic Trust client service team.
