Wealth Management

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Through financial planning, disciplined investment management and sound stewardship, we meet all your financial needs—personal, family and business.

CIBC Commercial Banking, partnering with CIBC Wealth Management, offers an integrated approach. Through wealth strategies, disciplined investment management and sound stewardship, we meet all your financial needs—personal, family and business.

Personal Banking and Trust Services

Your personal banking team delivers our finest banking services to develop and execute your unique financial strategy. We offer:

  • Full-service Banking
  • Bespoke Lending
  • Partner Capital Loans
  • Cash and Liquidity Management
  • Estate and Trust Services

Investment Management

Your wealth management advisory team employs rigour and discipline through market cycles, personal milestones and the full evolution of your wealth. Our services include:

  • Discretionary/Managed Portfolios
  • Full-service Investment Advice
  • Custom Capital Markets Solutions
  • Monetization of Concentrated Positions
  • Investment Counsel
  • Self-directed Investing

Wealth Strategies

Wealth strategists are skilled at navigating opportunities to structure, preserve and grow your wealth. We offer:

  • Discovery, Analysis and Best Practices
  • Sophisticated Wealth Planning and Structuring
  • Corporate and Personal Tax Integration and Advice
  • Estate Planning and Preservation
  • Insurance Counsel
  • Cross-border Strategies

Financial Stewardship

Your advisory team assists with some of life's most significant financial decisions including business succession, how to invest proceeds from business sale, inheritance, strategic philanthropy and legacy planning. We offer:

  • Business Succession and Transition Planning
  • Multi-generational Family Wealth Consultancy
  • Financial Fluency for Younger Generations
  • Strategic Philanthropy, Foundations and Legacy Advisory

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