The wealthier you are, the more unique and complex your financial needs tend to be — and the more it takes to maintain and preserve those assets. Because of our integrated approach, in addition to benefiting from our knowledge, Friedman Investment Group clients can take advantage of the expertise available through the CIBC team of specialists — which encompasses all areas of wealth management:
Private banking is now available for our high net worth clients right here, at the Yorkville Branch. The concierge services include a full range of bespoke banking, customized borrowing and liquidity solutions. We’d be pleased to introduce you to Duarte Barcelos, who is a Senior Private Banking Advisor.