Business Owners and Entrepreneurs

We understand how busy it can get while running a business. With our tailored approach, we'll help you define your personal wealth plan while you focus on your day-to-day responsibilities.

Here are some services that might be useful to you:

Business succession planning

Prepare your business succession plan with our help, whether you’re contemplating a transfer of your business to family members or existing management, or selling to an outside party.

Tax and estate advisory

Benefit from specialized tax strategies customized to your business’ needs. Also gain expert guidance from your wealth advisor so you can secure your legacy with confidence and precision.

Full-service and investment advisory

Gain access to a broad range of wealth management strategies for your business, including asset management, structured solutions, alternative investments, traditional bonds and equities.

Retirement and cash flow planning

Work with your advisor, along with a team of professionals to develop cash flow strategies and to find ways to generate income for you and your loved ones through retirement.

Visit Our Solutions, for a full list of our services available exclusively to our clients. Explore all of our services.

CIBC Women’s Circle

CIBC Women’s Circle provides curated access to resources, opportunities and experiences designed to provide financial advice and expertise to help you make informed decisions and achieve the wealth goals you have for yourself and your business.

Visit Women’s Circle

Meet with a CIBC Private Wealth advisor

Tell us about yourself and your wealth goals. We’ll match you with an advisor to offer tailored advice for your unique financial needs.

Request an introduction

Curated expertise and insights for you

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Discover other unique solutions

Individuals and families

Find unique wealth solutions for you and your family.

Professionals and executives

Get comprehensive solutions for your company.