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.
A Trusted Partner
Affluent individuals and families turn to CIBC Atlantic Trust for a long-term, trusted partner that can serve all of their investment, trust and wealth planning needs. Through our collaboration with CIBC Bank USA, our clients also have access to a full range of private banking solutions. Our fiduciary culture ensures we remain accountable for results and act in clients’ best interests.
It would be our privilege to serve you and your family—today and for years to come.
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:
If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
For further assistance, please contact your Atlantic Trust client service team.