The Legacy Space at CIBC SQUARE in Toronto. This space was designed in consultation with local First Nations leaders and Indigenous team members, and in partnership with the Gord Downie and Chanie Wenjack Fund through their Legacy Spaces program.

Video: Investment management for Indigenous communities (3:45)

Tailored solutions

Whether it’s creating a pool of capital for multiple generations, building an income stream to invest in community projects, or simply to preserve capital for short-term needs, our specialized investment team constructs portfolios that ensure the individual needs and objectives of each community are met.

Focus on ESG

We integrate ESG factors into our investment decisions. Analyzing ESG risks and opportunities deepens our understanding of portfolio companies, all in the pursuit of achieving better outcomes for our clients. In addition to analyzing ESG factors, our team works with clients to understand the values that are most important, and how we can best reflect these values in a portfolio.

Cash flow analysis

Whether it is to generate income to repay debts, or to distribute to your community members, our team can perform analysis of your trusts’ cash-flow and provide recommendations on your portfolio allocation.

Outsourced Chief Investment Officer (OCIO) services

Our OCIO services to allow you to focus on your community activities. This partnership model can improve your governance process and alleviate resource strain. Our team of experts can help you to establish a purpose for your capital, create an Investment Policy Statement, determine strategic asset allocation, and monitor your portfolio.


Jean-François Bélanger

Jean-François Bélanger is a Senior Associate, Indigenous Markets at CIBC Asset Management, leading efforts to create long-term relationships and investment solutions with Indigenous communities across Canada. He also works on various initiatives related to Truth and Reconciliation across the firm. Jean-François is a member of the Huron-Wendat First Nation located in Wendake, Quebec.

Aaron White

Aaron White is a member of the Institutional Asset Management team. He focuses on sustainable investing and enhancing the firm’s ESG capabilities, including policy development and implementation and client communication. He also manages and creates effective sustainable investment solutions for clients, prospects and consultants. Aaron is located on the traditional territory of many nations including the Mississaugas of the Credit, the Anishnabeg, the Chippewa, the Haudenosaunee and the Wendat peoples.

Jaimie Lickers

Jaimie Lickers is the Senior Vice-President of CIBC’s Indigenous Markets team. With twelve years of experience servicing Indigenous clients in the legal market, Jaimie joined CIBC in 2020. She leads our Indigenous Trust Services and Indigenous Lending teams, and advises on retail banking for Indigenous clients. Jaimie is Onondaga and a member of the Six Nations of the Grand River.

Linda Hartford

Linda Hartford joined CIBC’s Indigenous Markets team in 2017 with in-depth expertise and over 14 years of experience in Indigenous Trust services. Linda has developed her expertise by working closely with clients as they develop, implement and manage their Trusts and Community plans. Her approach supports the successful establishment, management and utilization of wealth for reconciliation and the general betterment of First Nations communities. Linda lives, works and plays in the unceded territory of the Lekwungen.

Staying invested

Our team is ready to help you determine an appropriate strategic portfolio asset allocation that reflects your community’s needs and goals.

Integrating responsible investment for future generations

In this article, we address integrating responsible investment in Investment Policy Statements and how we can help with the prudent and sustainable investment of capital for future generations.

Integrating responsible investment for future generations (PDF, 610 KB) Opens in a new window.

Advancing economic reconciliation: A summary of the 2024 federal budget

This article highlights the key aspects of the 2024 federal budget that support Indigenous economic participation.

Advancing economic reconciliation: A summary of the 2024 federal budget (PDF, 330 KB) Opens in a new window.

Chartered Financial Analyst (CFA) scholarship

We’re proud to support the growth and education of Indigenous investment professionals through our Chartered Financial Analyst (CFA) scholarship.

Commercial Banking and Wealth Management inclusion scholarship

Each year, CIBC Commercial Banking and Wealth Management awards scholarships for $10,000 to undergraduate students with summer internships in Commercial Banking, Private Wealth, and Asset Management.

CIBC Commercial Banking and Wealth Management Scholarship (PDF, 705 KB) Opens in a new window.

Frequently asked questions

Connect with our team

Get in touch with an Indigenous Markets team member to discuss how CIBC Asset Management can meet all of your financial needs.