Client service agreement

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Client service agreement

As an affluent client you will receive regular reviews which include:

A performance assessment measured against several relevant metrics
Recommendations to your asset allocation, Investment Policy Statement or specific investments
Broad market and economic commentary to help guide your financial affairs
Design, execution and review of financial planning and wealth strategies

If you would like more information or you would like to request a meeting, please click here.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.

CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.