CIBC Trust

Administering an estate can be stressful and time-consuming. Executors with limited time or expertise have the option to hire our CIBC Trust team to act as their Agent. Our team of experienced industry professionals will administer estates with care and sensitivity. They are experts in all aspects of estate administration, including tax filing, investment management, property management and estate law. As your agent, we will take care of the day-to-day administrative responsibilities, while you remain in complete control of key decisions.

The responsibilities of a trustee can be complex and time consuming, putting you at personal and financial risk. As a trustee, you must remain objective and ensure fairness and adherence to the trust deed when conflicts arise between beneficiaries or family members. You have the option to hire our experienced CIBC Trust team as your Agent. As Agent for trustee, we help you meet your trustee obligations with care and expertise and minimize your risks. Our team of experts has experience with all aspects of trust administration and can professionally handle even the most complex situation.

Managing someone’s financial affairs is a major undertaking and responsibility. It can be overwhelming to take on the role of attorney, especially when you cannot consult with the person for whom you’re acting. This role requires careful consideration, sound judgment and the ability to act neutrally, while avoiding any conflicts of interest. For support in this delicate matter, you have the option to hire our experienced CIBC Trust team as your Agent, to address your power of attorney duties with care and expertise.

In Quebec, CIBC Trust can act as Agent for both an Attorney and a Mandate.

Administering an estate can be stressful and time-consuming. Avoid burdening your loved ones with sole responsibility of executor duties while they grieve. As part of your plan, you have the option to appoint CIBC Trust as one of your executors. You can ensure your loved ones benefit from professional support, by including CIBC Trust in your estate plan.

The role of trustee is complex with often overwhelming responsibilities. Managing a trust can be a time-consuming process that could last for many years. When you appoint CIBC Trust as one of your Trustees, our team is always at your service, ready to support you and your family when you need us most.  As a professional trustee, we draw on our CIBC experts in tax, investments and trust law to assist with any complex trust administration issues. We also act as an objective third-party to help mitigate any family and beneficiary conflicts.

Appointing an attorney under a Power of Attorney (POA) for Property gives you peace of mind. You know your personal finances are in good hands if you fall ill or cannot manage your affairs. On the other hand, being named attorney under a POA for Property bears a wide range of complex responsibilities and can be a long-term commitment. CIBC Trust can act as your professional attorney under a POA for Property, managing all the administrative requirements for your financial affairs and making objective, well-informed decisions on your behalf.

In Quebec, CIBC Trust can take on the roles of POA and Mandate. A “Mandate” is needed when you’re incapable of managing your affairs.