We help individuals and families all across the country with their wealth and investments.

Just as each province and territory has its own unique charm, each of our clients have their own unique financial goals and circumstances. We offer wealth management services for a wide range of situations.

 

Multigenerational Families

We enjoy working with clients who have built an empire of wealth for their family. Your family’s financial picture may come with a multitude of unique details and complexities that can be difficult to navigate, especially with the impacts of taxes, timing, and inflation. We use proactive wealth management strategies that can help you cultivate, foster, and transfer your wealth in a way that can be embraced by multiple generations in your family.

 

High-Earning Professionals

Are you a highly motivated professional with a bright financial future and an interest in the financial markets, but are too busy with your career to manage your money properly? We can create a tailored wealth plan to help meet your short and long-term financial objectives. Our investment strategies are ideal for busy professionals that are young enough to use the advice, and old enough to really benefit from it.

 

Retirees

At retirement, your entire financial life boils down to one binary question: Will I outlive my money, or will my money outlive me? Whether you are retired already, or only starting to think about it, we can help you build a conservative investment plan that will help you secure the retirement lifestyle you want, with an income you will never outlive.

 

Capital Preservers

For those that need a conservative approach to protecting their wealth, we provide advice that is far more effective than keeping money under the mattress. If you work with us to protect and preserve your capital, you can sleep well at night knowing your hard-earned wealth is safe, well looked-after, and always accessible.

 

Legacy Planners

We understand how emotional and delicate it can be to define and plan your legacy. Through thoughtful and personalized planning with CIBC’s best-in-class estate planning professionals, we can help you create a legacy that aligns with your most cherished final wishes. If it’s important to you, it’s important to us.

 

 

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