Building Your Family's Legacy Together—helping families grow and sustain wealth for generations to come
Wealth Beyond Numbers
At Baker Culbert Wealth Advisory, we understand that your family’s wealth is more than just a figure on a balance sheet—it represents your legacy, values, and aspirations for future generations. Our mission is to help you grow and sustain that wealth, ensuring it transcends time and continues to benefit your loved ones.
Comprehensive Wealth Management
While our expertise in portfolio management forms the foundation of our services, we recognize that true wealth management encompasses much more. Our dedicated team is here to support individuals, families, corporations and foundations at every stage of their wealth journey, offering:
- Investment Advice
- Financial and Retirement Planning
- Philanthropy Guidance
- Tax Strategies
- Estate Planning
Empowering Future Generations
We are passionate about educating and empowering younger generations to become responsible investors and stewards of your family legacy. By instilling the values of financial literacy and stewardship, we help ensure that your wealth is managed wisely for years to come.
Experience You Can Trust
With over 110 years of combined experience in family wealth advisory, our team is committed to providing personalized strategies tailored to your unique needs. Discover how our expertise can enhance your family's financial journey.
CIBC Family Office
The Baker Culbert Wealth Advisory team in partnership with the CIBC Family Office provides a bespoke and elevated experience for you. As part of the CIBC Family Office, we will help you manage the complexities of your multigenerational wealth. Working closely with the bank’s experts and your external advisors, we will create a personalized plan that reflects your current and future vision
Let’s Connect
Learn more about our approach and how we can help you build a lasting legacy.
