CIBC Private Wealth Advisors, Inc.

After working with countless wealthy families for almost one hundred years, we have learned that wealth is not a goal. Real wealth is about living a life where your money is supporting you, your family, and your legacy. Our experienced advisors have learned that happiness requires feeling satisfied and joyful about your wealth. It is a significant part of the goals for your family, yourself, and the causes you care about. CIBC Private Wealth is the trusted partner for wealth planning, investment, and private banking. Wealth planning takes time, resources, and expertise. CIBC Private Wealth Management has a low client-to-advisor ratio. One of our qualified wealth advisors, who has an average of more than 25 years of experience, will guide each client. Our team believes the most effective way to grow and preserve your assets is through a wide range of opportunities across all asset classes and global regions. We look at you and your needs and develop a customized investment portfolio that involves global access and expertise. First Time: A wealth is often difficult to create and preserve. Happiness is not about the wealth you have saved and worked so hard to build. Happiness is possible for you and your family if you know that your assets are supporting a life you want to live. Happiness is also about feeling joyful and satisfied about how your wealth is used. A Detailed Answer: Holistic wealth planning is a process that includes investment decision and deciding how to spend the wealth you create. We have helped many wealthy families and individuals achieve their wealth goals. Happiness is a major goal for your family, yourself, and... Second Time: For close to 100 years, we have been helping families with wealth management. We believe that wealth ownership can be complicated and that there are common concerns. We have the expertise to simplify this process and make it clear and straightforward. The wealth strategies process at CIBC Private Wealth helps you to understand your existing wealth plans and make changes that best suit your future goals.