A PARTNERSHIP FOR YOUR UNIQUE FINANCIAL VISION
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.
Our services are intended for individuals and families with over $1 million in investable assets.
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.
Executives and Professionals
As a senior executive or professional, you have significant obligations and unique financial needs. Whether it's multi-faceted compensation models and equity purchase plans, or specialized borrowing needs, our advisory team can help tailor a holistic wealth strategy that's right for you.
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 experts, including advisors from CIBC Private Banking, CIBC Commercial Banking and CIBC Capital Markets.
