CIBC Asset Management Inc.

RIASEC RegisteredEst. 1974

Total AUM

$163B

Discretionary

$160B

98% of AUM

Avg account

$7.5M

Accounts

21,743

Employees

478

Advisory reps

Firm details

Headquarters: Toronto On,
CRD number: 106508
Registered since: January 2, 1974
Website: www.cibc.com
Custodians: CIBC WORLD MARKETS CORP., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies57.51%
Other Investment Advisers21.14%
Pension & Profit Sharing Plans8.22%
Charitable Organizations5.75%
HNWI2.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

CIBC Asset Management Inc. is the asset-management arm associated with the CIBC group and is organized as a corporation with mixed ownership attributed to a foreign entity and individual interests. It serves both individual/family clients and institutional investors, providing a range of advisory services that include financial planning, portfolio management for individuals, pooled vehicles and institutions, and the selection of outside advisers. The firm also functions as a sponsor and manager for pooled vehicles and reports activities consistent with commodity pool operator/commodity trading advisor (CPO/CTA) roles. Fee arrangements include AUM-based charges and performance fees. The firm identifies as an active ESG investor and reports affiliations across the financial-services ecosystem — including broker-dealer, trust company, banking/thrift institution, insurance company, and roles as sponsor or GP of investment vehicles.