"Europe on Sale: Time to Buy Foreign Stocks"

Dave Donabedian, Chief Investment Officer for CIBC Atlantic Trust, was quoted the Barron's cover story "Europe on Sale: Time to Buy Foreign Stocks," in which he discussed emerging trends in overseas markets.

Trusts & Estates

"Fiduciary Law Trends: A Roundup of Significant Court Cases"

Joshua S. Miller, senior wealth strategist for CIBC Atlantic Trust, bylined the article "Fiduciary Law Trends: A Roundup of Significant Court Cases," an article about several of the noteworthy cases from the past year that highlight evolving trends in the fiduciary field.

Real Assets Advisor

"Historic Day, Fateful Decision"

CIBC Atlantic Trust Chairman and CEO Jack Markwalter was featured on the cover of Real Assets Adviser. The story is based on a personal, in-depth interview in which he discusses his upbringing in the industry and his future plans for Atlantic Trust.

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The Wall Street Journal

"Be Careful When Passing Down a Roth IRA"

CIBC Atlantic Trust Managing Director and Senior Wealth Strategist Catherine Schnaubelt was quoted in The Wall Street Journal: "Within the trust you have to have specific named beneficiaries [for the Roth], and it generally has to be what's called a conduit trust," she said. "That trust, then, has to make out the required minimum distributions every year." Read more


"Top Wealth Manager Focus on Family Values"

CIBC Atlantic Trust Managing Directors Bruce D. Katz, CFP®, and Sidney F. Queler appeared on the RIA Channel for Forbes Advisor Network after Atlantic Trust ranked 7th on the 2015 Forbes Top 100 Wealth Managers list. Watch now