Mannings Wealth Management

	Investment Management Your portfolio, thoughtfully designed. Your investment strategy should reflect more than a risk profile. We build and manage portfolios around your goals, income needs and time horizon.
	Wealth & Retirement Planning Clarity for today—and confidence for what comes next. Whether retirement is years away or already here, we help you understand where you stand, explore your options and build a plan to support the life you envision.
	Tax & Estate Planning Helping you preserve more of what you've built. Working with our CIBC partners and your existing tax and legal professionals, we help identify opportunities to structure your wealth efficiently and prepare for its eventual transfer.
	Family & Intergenerational Wealth Planning beyond one generation. We help families navigate inheritances, wealth transfers, education, charitable giving and changing family needs while keeping the bigger picture in view.
	Business & Corporate Wealth Connecting your business and personal wealth. For business owners, executives and corporations, we develop strategies that consider both sides of the balance sheet—from corporate investments and liquidity to succession and the transition from business wealth to personal wealth.
	Responsible Investing Investing with intention. For clients who want their investments to reflect their values, we provide responsible investment strategies that consider environmental, social and governance factors while remaining focused on long-term financial objectives.

More than investment advice.

Financial decisions rarely happen in isolation. A retirement decision may affect your estate plan. The sale of a business may reshape your investment strategy. An inheritance may create new opportunities and responsibilities for the next generation.

Our role is to understand the full picture and help you make informed decisions as your life evolves.

One Relationship. Broader Expertise.

When your needs extend beyond investment management, we work with our CIBC partners and your other trusted professionals to help bring the different aspects of your financial life together.