As part of your experience, we offer a complete array of exclusive financial services backed with the unified strength of CIBC Wealth Advisory Services.
CIBC Private Banker
Personal cash management and credit planning.
CIBC Wealth Advisor
Wealth planning strategies, estate planning, inter-generational wealth transfer and tax optimization strategies.
CIBC Wood Gundy Investment Advisors
Discretionary and non-discretionary portfolio management including stocks, fixed income and alternative investments.
Executor and co-executor, power of attorney, trust administrator, wills and estate settlement.
CIBC Wood Gundy Estate Planning Specialist
Retirement planning, revenue protection and insurance products.
CIBC Small Business Advisor
Updating your business plan, business succession planning, financial health check-up for your business, corporate credit and banking solutions.