Our Services
The accumulation of significant wealth provides opportunities for families to enrich their lives and plan a legacy for future generations. Our group, backed by the strength of CIBC, a leader in global financial services, provides thoughtful investment management to preserve and grow wealth. The attention we offer to select clients mirrors a family office approach, and our team is equally tenacious about our hands-on style as we are about delivering sound advice. Each client has a personal relationship with our group, and we become an indispensable part of their trusted advisory team. By limiting the number of clients in our practice, we can concentrate on interacting in a more dynamic and attentive manner.
As a part of CIBC, our affluent individuals, families and business owners receive the value-added benefits of our comprehensive process to address their unique and complex needs. Our holistic offering includes:
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Investment management
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Financial planning
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Trust and estate services
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Registered savings solutions
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Capital growth and preservation strategies
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Alternative investments access
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Private banking
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Tax-advantaged strategies
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Asset allocation and global diversification
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Risk management
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Hedging and monetization strategies
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Charitable giving approaches
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Next generation education
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Customized lending and credit
Our team's access to the full intellectual capital and financial resources of the firm helps manage both sides of the balance sheet and deliver appropriate strategies that care for each client's individualized objectives.
Our Integrated Wealth Management Approach
At CIBC Private Wealth, every element of our integrated wealth management approach is designed to support your goals. Our integrated approach is built around four key pillars. It all starts with understanding you, and your goals and your values, which are supported by our customized services and expert guidance to keep you moving forward.
By partnering with our teams across CIBC Private Wealth, you access industry-leading financial, estate and business planning professionals and solutions.
Contact us today to schedule a meeting.