Wealth that’s built to last
We help our clients pursue their wealth management objectives by providing them with a clear road map, 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.
Every element is designed to support your goals
A relationship with us begins with a simple conversation
We believe that wealth management does not have a one size fits all solution and our process is designed to put the client at the center of the wealth management experience. Active investments and discretionary management allows us to maximize your returns, while our drive to understand your story ensures we deliver a tailored investment strategy designed to meet your financial goals.