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 a corporate, SEC-registered adviser (since 1974) operating as a bank broker-dealer. The firm serves both individual/family and institutional clients and charges percentage-of-AUM fees with the capacity to earn performance-based fees. Advisory capabilities include financial planning, portfolio management across individuals, pooled vehicles and institutions, selection of sub‑advisers, and registered commodity roles (CPO/CTA). The firm identifies as an active ESG investor and lists multiple industry affiliations that span banking, trust, insurance, brokerage, futures commission merchant activity and sponsorship/management of pooled investment vehicles.