Distinguishing Factors

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.

Blended Investment

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.

Wealth Management
and Legacy Planning

We demystify the complexity of the wealth planning process and help you articulate and achieve your vision for your family’s wealth and legacy—one that goes beyond money and lasts for generations.