By leveraging the strengths of specialists and resources across CIBC, we are able to offer the following solutions and services:
Investments
Customized Portfolios, Managed Money, Traditional Brokerage, Insurance
Corporations and Foundations
Investment Management, Capital Preservation, Tax Planning, Asset Management
Retirement
Retirement Planning, Income Options, Company Pensions, Business Succession
Family Issues
Financial Security, Assisting Parents, Assisting Children, Asset Transition, Trusts
Estate Plan
Estate Distribution, Estate Preservation, Life Insurance
Income and Assets Preservation
Disability Income, Survivor Income, Personal Health Care (critical illness and long-term care)
Philanthropy
Charitable Giving, Private Foundation