CIBC Asset Management Inc.

RIASEC Registered
Total AUM
$163B
Discretionary
$160B
98% of AUM
Avg account
$7.5M
Accounts
21,743
Employees
478
Advisory reps
16

Firm details

Headquarters
Toronto On,
CRD number
106508
Registered since
January 2, 1974
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 corporation that has been SEC-registered since 1974 and operates as part of a foreign/individual ownership structure. The firm serves both individual/family and institutional clients and provides a mix of percentage-of-AUM and performance-based fee arrangements. Its advisory scope includes financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and the selection of other advisers. The firm is also identified as an active ESG investor and engages in commodity pool operator/commodity trading adviser activities. Beyond its adviser role, CIBC Asset Management maintains multiple industry connections: it is affiliated with broker-dealer activity, other investment advisers, a registered security-based swap dealer, futures commission merchant operations, banking or thrift institutions, trust and insurance companies, and it acts as sponsor or managing member for pooled investment vehicles and limited partnerships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 36%, Sovereign Bonds 25%, Investment Grade Corp Bonds 23%, Derivatives 9%, Cash & Cash Equivalents 6%, Non-Investment Grade Corp Bonds 1%36%
  • Exchange Traded Equities36%
  • Sovereign Bonds25%
  • Investment Grade Corp Bonds23%
  • Derivatives9%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 5
  • Winnie Wakayama

    Winnie Wakayama

    Chief Financial OfficerCRD 7295558

  • Saher Kazmi

    Saher Kazmi

    Chief Compliance OfficerCRD 7530965

  • Eve Jedrzejewska

    Chief Administrative OfficerCRD 8032928

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Contacts

3 of 11
  • Jason Tadros

    Jason Tadros

    Vice PresidentCRD 7122633

  • Moens Pedersen

    Moens Pedersen

    Investment CounselorCRD 7218291

  • Frank Vivacqua

    Vice President, Deputy General CounselCRD 6442519

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 48

Active vs passive

$1.5B in ETFs

Passive

99%

$1.5B

Active

<1%

$9.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$630M918,60141.71%

Location

Primary office

Toronto On, null

Location

Toronto On, null

Headquartered in Toronto On, null.

Address
81 Bay St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth