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Personalized strategies for every stage of your financial journey

I) Portfolio Management

Adaptive Strategies for Evolving Markets

We use two main approaches to help you grow and protect your money:

Long-Term Planning: We set up your investments with a plan that matches your goals for the future.

Short-Term Adjustments: If markets change or new opportunities come up, we can make quick changes to your investments.

II) Equities, Fixed Income & Alternative Investments

Diverse Solutions, Distinct Opportunities

Access a broad range of investment options, from traditional equities and bonds to innovative alternative strategies customized to your unique objectives.

iii) Trading & Execution Services

Seamless Access, Informed Decisions

Benefit from advanced trading platforms and professional guidance across equities, fixed income, options, and alternative investments delivering reliable execution and timely market access.

iv) Comprehensive Financial Planning

Personalized Guidance, Confident Future

We help you create a clear plan for your money, covering retirement, saving for education, estate planning, and tax efficiency. With our expertise, you can make smart decisions and feel confident about every stage of life.

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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.