Our process

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Our process

Solutions

Flexible solutions designed to meet your unique vision. You can access as few or as many services as you wish with the comfort of knowing that your needs will never outgrow our depth of resources.

Our Process

Our private wealth management practice is focused on enabling our clients to enjoy the benefits of an integrated wealth management approach. We guide clients through strategic decision making and we focus on the elements of wealth management that are truly controllable such as asset location and allocation, market efficiency, costs, and taxation.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.

CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.