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A financial portrait that captures the real you

Our Wealth Management team, with its wealth of experience and expertise, stands out for its approach focused on listening and personalizing investment strategies. We specialize in wealth management integrated with financial and estate planning. Thanks to our network of partners, we give our clients access to a wide variety of investment strategies usually reserved for large institutions.
 
As part of the CIBC Family Office, we'll help you manage the complexities of multi-generational wealth. Working closely with the bank's experts and your external advisors, we'll create a customized plan that reflects your vision, now and in the future.
 
The members of our team possess a wide range of knowledge in fields as diverse as financial markets, portfolio management, taxation, estate planning and risk management. Their expertise enables us to anticipate each client's specific needs and propose solutions tailored to their unique situation.