CIBC Private Wealth has consistently been recognized by industry experts for its leading wealth management services and innovative investment platforms. These accolades highlight CIBC’s commitment to delivering exceptional client service, robust financial performance, and cutting-edge solutions, all of which are reflected in the quality and reliability of Cibc Online.
For instance, Private Asset Management (PAM) annually acknowledges top firms in various categories through a rigorous evaluation by independent industry specialists. PAM’s awards are based on key performance indicators such as financial progress, demonstrated over the preceding 12 months, growth in client base, team expansion, and geographical reach, client satisfaction evidenced through testimonials, and product innovation, specifically new services and products launched in the year prior to the award.
In 2025, PAM bestowed upon CIBC Private Wealth the “Best High-Net Worth Investment Platform” award (February 5, 2025). CIBC Private Wealth distinguished itself from a shortlist of three firms, emerging as the sole winner. The criteria for this prestigious award included the successful achievement of client financial goals through risk-adjusted performance across diverse investment strategies and superior client servicing standards, substantiated by client testimonials. This recognition underscores CIBC’s dedication to providing high-net-worth individuals with sophisticated and effective investment solutions, accessible and manageable through platforms like CIBC Online.
PAM also presented Linda Beerman with the “Lifetime Achievement” award in 2025 (February 5, 2025). Selected from approximately 20 shortlisted candidates, this award celebrates an individual’s significant contributions to the private client industry. This individual recognition further exemplifies the deep expertise and experienced leadership within CIBC Private Wealth, benefiting clients who utilize CIBC Online for their wealth management needs.
Building on prior success, CIBC Private Wealth also secured the “Best High-Net Worth Investment Platform” award from PAM in 2024 (February 8, 2024). Competing against four shortlisted firms, CIBC again stood out as the sole recipient. The evaluation criteria remained consistent, focusing on client objective attainment through risk-adjusted investment performance and exceptional client service standards, reinforced by client feedback. This consecutive win demonstrates CIBC’s sustained excellence and reliability in its investment platform offerings, ensuring a consistent and high-quality experience for CIBC Online users.
Family Wealth Report also conducts annual awards, judged by a panel reviewing detailed questionnaires. These awards span three core areas: experts (individuals and teams), products, and services tailored for wealth managers and clients of all sizes and types.
In 2024, Family Wealth Report recognized CIBC Private Wealth with the “Private Client Investment Platform” award. This award specifically acknowledges platforms that excel in serving the investment requirements of the high-net-worth community. CIBC Private Wealth was selected as the sole recipient from a group of six shortlisted firms. This accolade further validates CIBC’s position as a leader in providing top-tier investment platforms for private clients, enhancing the online wealth management experience through CIBC Online.
Richard “Dick” Havey, CFA, of CIBC Private Wealth, was honored as the sole recipient of the “Leading Individual (MFO)” award by Family Wealth Report in 2024. This award celebrates outstanding individuals in the private client sector, highlighting the caliber of professionals associated with CIBC and the expertise available to clients, including those engaging with CIBC Online.
Furthermore, Barron’s has consistently ranked CIBC Private Wealth among its “Top 100 RIA Firms” for multiple years: 2024, 2023, 2022, 2021, and 2020. In the ranking published September 13, 2024 (data as of June 30, 2024), CIBC Private Wealth placed 2nd out of 100. Previous rankings include 6th in 2023, 7th in 2022, 4th in 2021, and 2nd in 2020. Barron’s rankings assess firms based on private wealth management assets and consider factors like succession planning, growth, client segmentation, technology investment, and staff diversity. This consistent high ranking by Barron’s affirms CIBC’s strong overall performance and comprehensive approach to wealth management, assuring clients of the robust foundation supporting services like CIBC Online.
It is important to note that rankings, ratings, or awards may not be representative of any specific client’s experience. References to such accolades provide no guarantee of future performance and are not constant over time. However, these consistent recognitions for CIBC Private Wealth across various reputable organizations serve as a strong indication of the firm’s commitment to excellence and its leading position in the wealth management industry, ultimately reflecting positively on the services and platforms offered, including CIBC Online.
