CIBC wealth management enables a customer to get a full range of investment services, including the following:
- Agent assistance for estate, trust, and power of attorney services
- Business succession
- Cash and liquidity solutions
- CIBC private investment counsel help
- Discretionary and managed portfolios
- Exclusive and personalized capital markets solutions
- Family enterprise planning
- Insurance assistance and solutions
- Multi-currency credit solutions
- Overseas banking solutions
- Planning for multi-generational wealth transfer
- Professional executor and trust administration
- Retirement planning
- Self-directed investing
- Strategic philanthropy
- Tax and estate advisory
- Other financial services
You can get more detailed information about wealth management in CIBC by calling 647-218-6314.