$107B
assets under management
and administration
CIBC Private Wealth
Leveraging our legacy to help build yours
Your achievements, your family, your vision. Our personal attention, our deep resources, our independent advice.
Connect with an advisorAdvisors who know you. An institution that stands behind you.
CIBC Private Wealth combines high-touch personalized service with the deep expertise of one of North America’s flagship financial institutions. With us, you build a lifelong relationship with an advisor who wants to be your first call for anything you need. You also gain access to a deep bench of specialists across the financial landscape.
158 years
of financial strength
and stability
95%
client retention
Who we serve
Serving those who seek more than wealth
Your financial journey goes beyond numbers. Significant wealth requires bespoke solutions designed around your life, your goals and your vision for the future.
Who we serve
Affluent individuals and families
Shaping your financial future, together.
You want to turn your growing wealth in to lasting financial security. We act as your sounding board and drive financial confidence, helping you strategically harness the momentum you’re building with your money.
Latest Insights
Demystifying new job paperwork
Uncover the nuances of the Generation-Skipping Transfer (GST) tax and how strategic planning can preserve your assets for your beneficiaries
Wealth solutions
Comprehensive support for complex financial lives
Bespoke wealth plans built by a team of specialists, quarterbacked by an advisor
who deeply understands your unique needs and goals.
Investment management
Proactive and independent portfolio management to drive outperformance in ever-changing markets.
Wealth planning
Comprehensive wealth management to simplify complexity and harness possibility in your lifestyle, legacy and philanthropic vision.
Trust and fiduciary services
Trustee management services that oversee and execute your intentions in accordance with your objectives.
Private banking
Banking solutions tailored to optimize liquidity and align to your wealth plan.
Family Office services
A well-defined organizational structure for your family enterprise to achieve goals and meet the needs of each generation.
Insights and perspectives
