Our approach

A disciplined process to help you achieve your goals

Because your story and journey are unique, we take the time to get to know you. We then put in place strategies designed to manage investment risk, reduce tax impacts and maximize returns.

Our process enables us to develop a comprehensive wealth management plan that will support you throughout your financial journey. After analyzing your current situation, we will help you prepare for the unexpected, seize opportunities and protect your wealth by targeting the necessary strategies.

We help you stay focused on your goals

Whether you are beginning to accumulate wealth or approaching the draw-down phase, we help you stay on track by proposing a variety of customized solutions to prepare for different life events.

CIBC Private Wealth Integrated Approach.

Meet with us

Ask for a preliminary meeting to discuss how our service offering can help you meet your needs.

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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.