Understanding What's Important to You
Our relationship with clients is based on a simple philosophy—
Ask the right questions, listen carefully to your answers.
Before we can envision what wealth management will mean for you and your family,
we need to learn what is most important to you and your family.
Eric B. Propper, CFA
“We can certainly speak about our investment returns and estate planning strategies, but at the end of the day, the most important element of our relationship with clients is serving as their trusted advisor. One way we create and build trust is by considering all family members, their financial commitments and their charitable passions in our wealth management discussions. We believe this dialogue gives clients peace of mind and creates a deep understanding about how we can best serve our clients and their families over time. We are very proud that some of our client relationships span more than 40 years and include four generations. Our business is a relationship business, and these multi-generational families are the types of long-standing clients that really illustrate that point.”
CIBC Atlantic Trust Advantage
As we look back over CIBC Atlantic Trust’s 95+ year history through legacy firms, we believe our professionals’ unwavering commitment to deliver excellence to our clients has been key to our success. Three key strengths, in combination, distinguish our offering to private clients:
Proven, Multi-Asset Class Investment Platform
- Proprietary investment strategies comprised of individual stocks and bonds
- Select external managers create a fully diversified platform
- Unique access to alternative investments
- GIPS-compliant track record of strong, risk-adjusted returns
Cohesive Wealth Planning and Trustee Services
- Comprehensive financial and legacy planning capabilities
- Organized and simplified analysis of financial and estate plan
- Wealth transfer and entity management guidance
- Full trust services offering
Access to Tailored Private Banking Solutions
- Leading commercial bank for business needs
- Custom lending options to provide liquidity when needed; residential real estate financing
- Deposit accounts with attractive interest rates and online access
- Offered through our collaboration with CIBC Bank USA
Highest-Quality Client Experience
Creating a personalized, holistic wealth plan takes resources, expertise and time. CIBC Atlantic Trust maintains a low client-to-advisor ratio and ensures that each client's multi-functional team is led by a credentialed relationship manager with an average of 28 years of industry experience. We commit to provide high-touch service and proactively incorporate the best thinking from internal and affiliated experts in investments, wealth strategies, trust services and private banking. To assess the effectiveness of our approach, we look at our firm's high client retention and ongoing referrals of family and friends, which we view as some of the best indicators of client satisfaction.
Importantly, as fiduciaries, CIBC Atlantic Trust professionals are accountable for results, always act in your best interests, and openly share fee and performance information. We develop a plan to fit your distinct requirements, and we ensure that investments are not only suitable, but appropriate.
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.