We can be your trusted partner through every stage of your financial journey.
A trusted partner.
Earning clients' trust — every day.
Affluent individuals and families turn to CIBC Private Wealth Management for a long-term, trusted partner that can serve all of their investment, trust and private banking needs. Additionally, our fiduciary culture ensures we remain accountable for results and act in clients’ best interests.
Our relationship with you is based on a simple philosophy — ask the right questions, listen carefully to your answers. Before we can envision what wealth management will mean for you and your family, we need to learn what is most important to you and your family. As part of our discovery process, together we will explore some of the issues of holistic wealth management, including:
CIBC Private Wealth Management’s professionals work together in multi-functional teams that are led by senior advisors with an average of 28 years of industry experience. Your local team will provide high-touch services and proactively incorporate the best thinking from internal and affiliated experts in investments, wealth strategies and private banking to develop and implement your personalized, holistic wealth plan.
Throughout the course of our relationship, we commit to provide the highest-quality client experience as we help achieve your goals for your wealth and legacy.
We look forward to getting started
It would be our privilege to serve you and your family — today and for years to come.