An initiative to engage new conversations about women and wealth.
Many women see wealth as a source of financial security and independence, but they often also look to use their wealth in ways that can influence their families, communities and society at large—they value wealth not just for what it can buy, but for what it can do. Having wealth brings an awareness of both its many possibilities as well as its challenges, which may result in new questions:
- What more do I need to know
to make the right
- Am I taking the
to protect my assets?
- How can I give
'the right way'?
- Am I modeling
good financial behavior
for my family?
CIBC Atlantic Trust's Women's CIRCLE is centered on helping you answer these questions—and more. We know that you have certain priorities for your wealth and that you want to get more out of money than just a good return. We know that you raise issues and ask hard questions because you likely view wealth as a means to multiple ends, now and in the future.
We have a talented group of financial advisors and wealth strategists who can be your partner for wealth management. We look forward to welcoming you into our Women's CIRCLE.
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.