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A relationship with us begins with a simple conversation.

We help our clients pursue their wealth management objectives by providing them with a clear roadmap, valued advice, prudent investment management and full access to a wealth of capabilities and expertise available to them across our network at CIBC.   
 

Our focus is on building, protecting and successfully transitioning wealth for our clients. We work closely with high-net-worth individuals and families, trusts, foundations and nonprofit organizations to develop intelligent wealth and investment management strategies designed to help each individual client reach their goals in a way that is most suitable for them.

"The service of your team has been nothing short of exemplary. I still have family and numerous close friends invested with you. I plan to open more accounts with your team and reinvest in the near future." - Mark L.