Growing and preserving your wealth demands a team approach. Together with our partners, we offer a range of specialized services:
- Disciplined investment management
- Private banking and trust services
- Wealth strategies
- Sound stewardship
- Mid-market Investment Banking
INVESTMENT MANAGEMENT
We work with you to navigate the markets, life events and any changes to your finances. We’re pleased to offer you:
- Managed portfolios
- Full-service investment advisory
- Custom capital markets solutions
- Monetization of concentrated positions
- Investment counsel
- Self-directed investing
PRIVATE BANKING AND TRUST SERVICES
Your experienced private banking team delivers services to meet your unique financial vision and strategy.
- Full-service banking
- Customized lending
- Partner capital loans
- Cash and liquidity management
- Estate and trust services
WEALTH STRATEGIES
Your wealth strategists navigate opportunities to structure, preserve and optimize your wealth.
- Discovery, analysis and best practices
- Sophisticated wealth planning and structuring
- Corporate and personal tax integration and advisory
- Estate preservation
- Insurance counsel
- Cross-border strategies
STEWARDSHIP
Your advisory team assists with some of life's most significant decisions, including:
- Multi-generational family wealth consultancy
- Financial education for younger generations
- Business succession and transition planning
- Strategic philanthropy, foundations and legacy advisory
MID-MARKET INVESTMENT BANKING
CIBC Mid-Market Investment Banking provides advisory and capital-raising services to private companies valued over $10 million. Their services include:
- Divestitures
- Acquisitions
- Management buyouts
- Raising capital
