Affluent individuals and families turn to CIBC Atlantic Trust for a long-term partner
that can serve all of their wealth management needs.
As fiduciaries, we offer expertise and advice that puts your interests first.
As investment managers, we tailor your portfolio to meet your goals, such as for preservation and growth of your assets.
As wealth strategists, we help address your family's overall financial goals and legacy aspirations.
CIBC Atlantic Trust Advantage
We are accountable for results, always act in your best interests, and openly share fee and performance information. As a fiduciary, we take responsibility for investment decision-making and ensure that all portfolio positions are not only suitable but are also appropriate for our clients.
We use internal strategies and external managers across a globally diversified investment platform, according to your objectives. In the alternatives sector, we have built a network that provides unique access to hedge funds, private equity, venture capital, real estate and other alternatives.
We demystify the complexity of the wealth planning process and help you articulate your vision for your family’s wealth and legacy. We begin with a detailed analysis of your family’s assets, trusts, tax situation and legal entities and then create a strategy to help you achieve your goals.
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.