Our objective approach to investment management aims to optimize performance through multi-asset class, multi-style and multi-manager diversification while balancing expected return, risk, tax sensitivity and cost.*
CIBC distinguishes itself through attentive service and a focus on building strong relationships.
The Private Wealth team at CIBC works with business owners, individuals and families to deliver private banking, personal trust and investment services. Our Private Wealth professionals bring a depth of experience that allows us to structure custom solutions based on your personal goals. Whether you are building, preserving or transitioning your wealth, we take the time to understand your objectives and your aspirations, and we work to anticipate your questions before they become your concerns. Let us help create your optimal private banking and investment management solution.
To learn more, contact Daniel Sullivan, Jr., Managing Director, Head of Private Banking, at 312-564-6802. You can also contact William Norris, Managing Director, Chief Investment Officer, at 312-564-1921.