Private Investment Counsel | CIBC Private Wealth

As a result of the recent Canada Post service disruption, mail from CIBC Private Wealth will be delayed as service returns to normal.

Is an Investment Counsellor right for you?

An Investment Counsellor is an experienced and trusted partner who understands your financial vision and works closely with you to create a tailored investment plan to help meet your goals. This allows you to delegate the day-to-day investment management of your portfolio to a dedicated expert so that you have time to concentrate on what matters most to you.

Let’s connect

The value of our Investment Counselling

At CIBC Private Investment Counsel we work closely with you to create a highly tailored strategy based on your unique goals leveraging our investment managers and the breadth of expertise across CIBC.

A high touch experience with a dedicated fiduciary

Our tenured Investment Counsellors have extensive experience building customized investment strategies unique to your needs. Through our discretionary investment management approach, we partner with you and manage the day-to-day decisions on your behalf to help meet your complex personal, family and business financial needs.

Tailored Investment management

We provide you with access to local and global investment managers and due diligence capabilities traditionally reserved for large pension funds and institutional investors. Our rigorous oversight and monitoring processes help ensure high quality investment managers and strategies.

A breadth of investment counselling expertise

We work with high-net-worth clients, business owners, private and charitable foundations, trusts, estates and not-for profit organizations. Collaborating with our specialized partners across CIBC, we aim to ensure that every aspect of your plan is geared towards growing and protecting your wealth.

Connect with a CIBC Private Investment Counsellor

To learn more about how we can help you grow and protect your wealth, contact a CIBC Private Investment Counsellor.

Let's connect

Frequently asked questions

What solutions are available through CIBC Private Investment Counsel?