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.
An Unwavering Focus
CIBC Atlantic Trust Private Wealth Management can be your partner for all of your investment and wealth planning needs and also provides access to private banking solutions through our affiliate, CIBC Bank USA. Our professionals are dedicated to delivering exceptional performance and service with an unwavering focus on you and your best interests. As you browse through our website, we believe you will find evidence of our depth of expertise across the spectrum of wealth management.
We hope to inspire you to articulate your own vision for your wealth.
It would be our privilege to help you bring that vision to life.
of CIBC Atlantic Trust
in the Business
Private banking solutions are offered through our affiliate, CIBC Bank USA, Member FDIC and Equal Housing Lender. CIBC Bank USA and CIBC Atlantic Trust are both indirect, wholly owned subsidiaries of CIBC. CIBC Atlantic Trust does not provide, and is not responsible for, the products and services offered by CIBC Bank USA. CIBC Bank USA (Bank) will not pay CIBC Atlantic Trust employees for referring clients to Bank, but to the extent permitted by applicable laws and regulations, the referral of clients to Bank for eligible products or services may be considered by CIBC Atlantic Trust in determining discretionary compensation to employees.
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.