Here are some services that might be useful to you:

Full-service and investment advisory

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

Discretionary and managed portfolios

Partner with CIBC Private Investment Counsel to develop a customized discretionary portfolio from a wide array of CIBC segregated portfolios and pooled funds.

Generational wealth planning

Let us help you organize and understand the intricacies of wealth ownership. Our team can help you develop a plan for your wealth and prepare your family to receive it.

Retirement and cash flow planning

Work with your wealth planning expert, along with a team of advisors 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

Meet with a CIBC Private Wealth advisor

Curated expertise and insights for you

Discover other unique solutions

Business owners and entrepreneurs

Manage your wealth, with our services available to business owners.

Professionals and executives

Get comprehensive solutions for your company.