Investment Management Services
Our team has many years of experience in constructing portfolios, developing investment strategies, and implementing plans to meet investor's goals. Our approach utilizes the many resources available to us including, individual stock selection, discretionary portfolio management, Investment Counsulting Service (ICS), mutual funds, and ETFs. Our goal is to recommend the strategy that best suits the individual situation.
Whether saving for retirement or a child's post-secondary education, registered accounts are a tax-effective addition to any investment portfolio. We offer the following registered account options for our clients:
- Registered Retirement Savings Plan (RRSP)
- Registered Education Savings Plan (RESP
- Registered Retirement Income Fund (RRIF)
- Tax-Free Savings Account (TFSA)
- Locked-In Retirement Account (LIRA)
CIBC Private Banking provides a full range of services to meet the day-to-day banking, cash, credit, investment, and planning needs of our valued clients. In addition to providing issue-specific solutions and larger, holistic strategies, our Private Banking Advisors act as the lead liaison with advisors from across the CIBC Group of Companies, as well as with external advisors, including accountants, lawyers, and tax professionals.
CIBC Trust has provided estate and trust services to Canadians since 1916. The CIBC Trust team has extensive experience in the management and administration of estates and trusts, and will work with you to ensure your legacy is preserved for your heirs. You can appoint CIBC Trust to act as your corporate executor, power of attorney, or trustee, providing you with professional administration services. If you are acting as an executor, power of attorney, or trustee, you can appoint a CIBC Trust agent to act on your behalf, allowing you to maintain authority to make key decisions, without worrying about the day-to-day administration requirements.