Internal Partners

Exclusive Financial Services

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.

CIBC Trust

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.