Your unique life circumstances require unique advice. We are committed to helping you achieve your financial goals by providing you with personalized and innovative solutions designed to meet your specific needs.

How you've built your wealth affects all aspects of your life and presents distinct opportunities. Our deliberate approach to comprehensive wealth management carefully considers who you are, and what you value.

Business Owners

As a business owner and entrepreneur, you're ambitious, passionate and have a keen eye for opportunity. We can help navigate the intricacies of your business and personal financial objectives with a range of our experts, including advisors from CIBC Private Banking, CIBC Commercial Banking and CIBC Capital Markets.

Executives and Professionals

As a senior executive or professional, you have significant obligations and unique financial needs. Whether it is multi-faceted compensation models and equity purchase plans, or specialized borrowing needs, our team can help tailor a wealth strategy that's right for you.

Individuals and Families

As an individual or family that has accumulated significant wealth, your goals to enhance, preserve and effectively transfer your wealth are paramount. Our team of expert advisors will help you craft a holistic strategy and create an enduring legacy.