Protect what matters to you with comprehensive solutions and services

Tax and estate advisory

Benefit from specialized tax strategies and estate planning services tailored to your unique needs. Expert guidance ensures your wealth can be optimized to secure your legacy with confidence and precision.

Business succession planning

We can help you prepare and guide your business succession plan, whether you’re contemplating a transfer of your business to family members or existing management, or selling to an outside party.

Agent for estate, trust and power of attorney

Appoint the CIBC Trust team to act as an agent on your behalf, while remaining in complete control of key decisions.

Executor and trustee appointments

Administering an estate or trust can be stressful and time-consuming. As part of your plan, you have the option to appoint CIBC Trust as your executor or trustee, so you can avoid burdening your family and friends with onerous executor duties during their time of grief.

Generational wealth planning

Our team of experts work with external specialists that can help you and your family organize and understand the intricacies of wealth ownership so the next generation is set up for financial success.

Power of attorney appointments

Managing a loved one's financial affairs can be daunting. You can appoint CIBC Trust as your Attorney for Property, so you know your personal finances are in good hands, allowing you and your loved ones to focus on your health care.

Insurance counsel and solutions

Work with an advisor and an Estate Planning Specialist to get comprehensive advice and solutions that can give you peace of mind.

Meet with a CIBC Private Wealth advisor

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Curated expertise and insights

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Grow your wealth

Build your wealth with personalized financial solutions and extensive industry expertise.

Live and plan for the future

Balance the needs of today and your goals for tomorrow with cross-border banking solutions and retirement planning strategies that give you peace of mind.

Shape your social impact

Let us help you optimize your giving strategy by extending your legacy to causes that matter to you.