CIBC

When you engage with TPI Wealth Management Group, you benefit from the strength and experience of the CIBC group of companies. A leading Canadian-based global financial institution, CIBC has been helping families prosper and businesses grow for over 150 years.

CIBC PRIVATE WEALTH
An integrated wealth management approach encompasses:

Private Banking

  • Full-Service Banking
  • Bespoke Lending
  • Partner Capital Loans
  • Cash & Liquidity Management

Stewardship

  • Business Succession & Transition Planning
  • Financial Fluency for Younger Generations
  • Multi-generational Family Wealth Consultancy
  • Strategic Philanthropy, Foundations & Legacy Advisory

Estate & Trust Services

  • Family Wealth Transfer Strategies
  • Will Analysis
  • Estate & Trust Administration

 

TPI WEALTH MANAGEMENT GROUP

Portfolio Design

  • Customized Asset Allocation
  • Discretionary Portfolio Management
  • Personalized Investment Portfolio
  • Tax-Smart Strategies
  • Goals-Based Planning
  • Monetization Strategies for Concentrated Portfolios

Alternative Investments

  • Real Estate
  • Commodities
  • Private Equity
  • Hedge Funds

Preserve & Optimize Wealth

  • Corporate & Personal Tax Integration & Advisory
  • Estate Preservation
  • Sophisticated Wealth Planning & Structuring
  • Risk Management Strategies
  • Cross-Border Strategies