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

 

 

Transparent
Fiduciary
Management

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.

High-Performing
Blended Investment
Platform

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.

Organized, Simplified
Wealth and
Legacy Planning

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.

Related Resources

Our Latest Thinking

Bruce D. Katz, CFP®, Managing Director and Director of Strategic Alliances

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Case Study

W. Scott Thompson, III, Managing Director and Atlanta Office Head

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CIBC Atlantic Trust
Advantage

Tying together all of the key components of wealth management, we can meet your needs and expectations.

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