CIBC TRUST CORPORATION – Your steward in planning for and protecting your legacy

You’re unique, and so are your goals. You’ve worked hard to build your wealth and you want to safeguard it for your loved ones and in support of the causes you care about. CIBC Trust Corporation offers power of attorney, estate and trust services, and we’ve helped generations of Canadians and their families to preserve and transfer their assets. Our Trust and Estate Consultants work with you to put your unique plan in place to address your goals. Together, we’ll adjust your plan as your life evolves.

It can be time consuming to plan for and administer an estate, act as a power of attorney for property or as a trustee. These roles also require knowledge in many different areas. CIBC Trust offers professional administration using a team-based approach. A dedicated and highly skilled Trust Officer manages each power of attorney, and estate or trust account. Your Trust Officer works closely with members of our Estate and Trust Administration Group, and our Investment Management, Property Management and Tax Departments.

 

Professional power of attorney for property, executor and trustee appointments

• We work with your trusted legal, tax and financial advisors to put the     

  appropriate plan and documents in place for you.

• We conduct will and power of attorney reviews on a regular basis to

  ensure all 

  of your life changes are accurately reflected in your estate documents.

• CIBC Trust can act as:

– Sole attorney, executor or trustee

– Co-attorney, executor or trustee with a family member or friend

– A contingent attorney, executor or trustee.

 

Professional agency services to assist your power of attorney, executor or trustee

• Attorneys, Executors or Trustees with limited time or expertise can hire the   

  CIBC Trust team as their Agent.

• CIBC Trust assumes responsibility for the day-to-day administrative tasks while 

  the named attorney/executor/trustee retains decision making control.

• As a neutral third party, CIBC Trust is tactful and remains impartial in order to   

  navigate complex and sensitive situations that can arise between

  beneficiaries, attorneys, executors and trustees.

 

Benefits of using CIBC Trust power of attorney, estate and trust services

• Our team of experienced professionals provides efficient and accurate 

  administration and ongoing reporting to all beneficiaries.

• Everyone is treated fairly and receives impartial and objective administration   

  and service.

• Our team of experts in investment management, property management,       

  taxation, estate and trust administration, and fiduciary risk and responsibility

  will protect and soundly manage your assets.

• Access to CIBC Trust experts across the country ensures that accounts with   

  assets across different jurisdictions can be dealt with in a timely and efficient   

  manner.

 

Choose CIBC Trust for peace of mind.  To learn more about CIBC Trust Services, please contact one of our Trust & Estate Consultants.

 

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