Investment selection alone is no longer enough to support you through all of life's stages and the needs that arise over time.

Our approach is comprehensive, proactive, and focused on your goals, your needs, as well as your dreams and aspirations. It transforms financial, tax, and family complexity into a clear, coordinated, and measurable plan, backed by CIBC’s network of industry professionals.

For more details on the added value of an advisor: Working with an advisor

What You Gain

• Clarity: an integrated plan that connects your goals to measurable actions
• Collaboration: seamless execution with the right industry professionals at the right time
• Discipline: governance and processes that create long-term value
• Peace of mind: ongoing monitoring and proactive adjustments, so your wealth remains aligned with your dreams and aspirations

Our integrated approach is built around four key pillars. It all starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services.

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

• Discretionary and managed portfolios
• Full-service investment advisory
• Exclusive and customized capital markets solutions
• Cross-border investment counsel
• Self-directed investing

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

• Full-service banking with a dedicated team
• Multi-currency credit solutions
• Cash and liquidity solutions
• Cross-border banking solutions
• Financial fluency for the next generation

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

• Retirement and cash flow planning
• Tax and estate advisory
• Strategic philanthropy
• Business succession and family enterprise planning
• Planning for multi-generational wealth transfer

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

• Professional executor and trust administration
• Executor and power of attorney appointments
• Agent for estate, trust and power of attorney
• Insurance counsel and solutions