How We Can Help
We help you and your family manage wealth
Working with our clients to help them organize and understand the intricacies of wealth ownership, we develop a plan that is tailored to each individual family, responsive to the needs of each member and reflects the family’s current and future vision.
Experience our multi-faceted approach
In close collaboration with experts from across CIBC, as well as your external advisors, we work with you to provide a bespoke and elevated experience.
Who We Help
How you've built your wealth affects all aspects of your life, and presents distinct opportunities. Our deliberate approach to comprehensive wealth management carefully considers who you are, and what you value.
Business owners
As a business owner and entrepreneur, you're ambitious, passionate and have a keen eye for opportunity. We can help navigate the intricacies of your business and personal financial objectives with a range of experts, including advisors from CIBC Private Banking, CIBC Commercial Banking and CIBC Capital Markets.
CEO executive programs
As a senior executive or professional, you have significant obligations and unique financial needs. Whether its multi-faceted compensation models and equity purchase plans, or specialized borrowing needs, your advisory team can help tailor a holistic wealth strategy that's right for you.
Individuals and families
As an individual or family that has accumulated significant wealth, your goals to enhance, preserve and effectively transfer your wealth are paramount. Your team of expert advisors will help you craft a holistic strategy and create an enduring legacy.
As a Family Office, we provide a team of advisors that work with your family.
It’s challenging when your advisors work in “silos”. Appreciate that each advisor looks at a client situation from their individual perspective and lens.
Benefits of multi professional collaboration to families:
The quality of the advice will be better because it will be less transactional and more strategic.
- Integrated advice that considers the entire system.
- Families are not left on their own to decipher and integrate the information from each advisory discipline.
- Better relationships amongst advisors leads to holistic advice. It’s the difference between a coordinated vs a fragmented approach.