What's your vision for "success"? From close to a century of working with affluent individuals and families,* we've learned that success often means achieving a sense of satisfaction and joy about the use of your wealth for yourself, your family and causes you hold dear.

It also means having peace of mind about your financial affairs, trusting that your wealth advisor is managing the complexities of wealth ownership. Additionally, for some, it means that plans are in place to realize your vision for broader community impact and a lasting family legacy.

*Through legacy firms.

Earning Clients' Trust—Every Day

"I grew up in this business—literally. My father was in wealth management for 45 years, and I would go to the office with him. I learned about the markets and how to treat clients. Since I started my career as a client relationship manager, one of the most rewarding aspects has been working with clients I have known since my early days in the business. Since 2004, I've been privileged to lead CIBC Atlantic Trust, a firm where we commit to earn our clients' trust every day, just as I learned growing up."

John "Jack" S. Markwalter Jr.
Chairman and CEO

An Unwavering Focus

CIBC Atlantic Trust Private Wealth Management can be your partner for all of your investment and wealth planning needs and also provides access to private banking solutions through our affiliate, CIBC Bank USA. Our professionals are dedicated to delivering exceptional performance and service with an unwavering focus on you and your best interests. As you browse through our website, we believe you will find evidence of our depth of expertise across the spectrum of wealth management.

We hope to inspire you to articulate your own vision for your wealth.
It would be our privilege to help you bring that vision to life.

Trusted Advisors
of CIBC Atlantic Trust

Growing Up
in the Business

Private banking solutions are offered through our affiliate, CIBC Bank USA, Member FDIC and  Equal Housing Lender. CIBC Bank USA and CIBC Atlantic Trust are both indirect, wholly owned subsidiaries of CIBC. CIBC Atlantic Trust does not provide, and is not responsible for, the products and services offered by CIBC Bank USA. CIBC Bank USA (Bank) will not pay CIBC Atlantic Trust employees for referring clients to Bank, but to the extent permitted by applicable laws and regulations, the referral of clients to Bank for eligible products or services may be considered by CIBC Atlantic Trust in determining discretionary compensation to employees.