Puzzle Piece Six: Utilizing The Entire Network Available To You
CIBC Private Wealth - our vastly connected network is available to you.
You benefit from access to an extensive network of in-house professionals and Centers of Influence (COIs). This collaborative approach ensures you receive holistic advice and seamless service across all aspects of your financial life. Here’s an overview of the key professionals within our CIBC network and how we work together to support your goals:
Who is the whole team available to you...?
1. CIBC Wood Gundy - Kirkby Wealth Advisory Group
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2. CIBC Private Banking
Role: Offer customized banking solutions for high-net-worth clients.
How They Help: Deliver specialized lending, cash management, and day-to-day banking services with a personalized focus on privacy and convenience.
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3. CIBC Commercial Banking
Role: Support business owners and entrepreneurs with commercial banking needs.
How They Help: Provide business financing, cash flow solutions, and industry expertise to help grow and manage your business.
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4. CIBC Trust Services
Role: Administer trusts and estates with professionalism and care.
How They Help: Offer trustee, executor, and power of attorney services to ensure your legacy is managed and distributed according to your wishes.
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5. CIBC Insurance Specialists
Role: Advise on risk management and insurance planning.
How They Help: Recommend and implement appropriate insurance solutions to protect your wealth, family, and business interests.
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6. CIBC Estate Planning Specialists
Role: Guide clients through complex estate and succession planning.
How They Help: Develop strategies to minimize taxes, facilitate smooth wealth transfer, and preserve your legacy for future generations.
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7. CIBC Wealth Strategists
Role: Provide advanced planning for complex wealth scenarios.
How They Help: Integrate tax, estate, and financial planning to optimize your overall wealth strategy.
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8. CIBC Philanthropic Advisors (Benefaction Foundation)
Role: Support charitable giving and legacy planning.
How They Help: Structure and manage donor advised funds and other philanthropic vehicles to maximize your charitable impact.
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9. CIBC Business Transition Specialists
Role: Assist with succession and transition planning for business owners.
How They Help: Guide you through the sale, transfer, or restructuring of your business to achieve your personal and financial objectives.
How We Work Together
Our professionals collaborate closely, sharing insights and expertise to deliver integrated solutions tailored to your unique needs. Whether you require investment management, complex estate planning, business succession, or philanthropic guidance, your CIBC advisory team alongside the Kirkby Group coordinates with the right professionals to ensure every aspect of your financial life is managed seamlessly.
This team-based approach means you benefit from the full strength of CIBC’s resources, experience, and commitment—helping you achieve your goals with confidence and peace of mind.
