CIBC
CIBC, or the Canadian Imperial Bank of Commerce, has been offering banking services to Canadians since 1867. It operates a vast network of over 1,000 branches and more than 4,000 ATMs, providing various banking options including phone, internet, and mobile services. CIBC encompasses several subsidiaries, including CIBC Asset Management Inc., which specializes in managing investment portfolios for high net worth individuals and institutional clients. This subsidiary offers a range of services, including equity, fixed-income, and balanced mutual funds, as well as hedge fund management. CIBC Capital Partners focuses on venture capital and private equity investments, primarily in mid to late-stage companies across diverse sectors. CIBC World Markets serves as the investment banking arm, providing services in equity and debt capital markets, mergers and acquisitions, and other advisory roles. Headquartered in Toronto, Canada, CIBC also has a presence in several international locations, enhancing its ability to serve clients globally.
Full Investment Portfolio:
Bonds: 66.41%
Mortgage and Other Loans: 18.99%
Shares: 6.12%
Investment Properties: 3.29%
Loans to Policyholders: 5.18%
Incorporated in 1925, Power Corporation of Canada is a firm based in the Canada. The firm is engaged in insurance, retirement, wealth management and investment businesses which includes alternative asset investment platforms in North America, Europe and Asia.
Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental and institutional entities across the globe. Our reputation for integrity and service - coupled with our track record of success - has allowed us to serve an expanding number of clients from coast to coast. We continue to grow because clients continue to ask us to do more for them, and our uncompromising commitment to excellence means that clients get superior, focused service across our entire platform.
Cleary Gull Inc. is an independent investment banking firm advising private equity fund portfolio, privately held, and small publicly traded companies on middle market. The firm provides services of mergers and acquisitions, private company sales, corporate divestitures, refinancing debt, management buyout, capital placements, special situations, financial advisory, private equity coverage and other transactions. It focuses on manufacturing, business & industrial services, consumer, software and technology industries. Cleary Gull, Inc. was founded in 1987 and is based in Milwaukee, Wisconsin. CIBC Cleary Gull operates as a subsidiary of Canadian Imperial Bank of Commerce
Wellington Financial LP is a privately-held specialty finance firm that provides term, venture, and amortizing loans up to $40 million to technology-based companies in the U.S., Canada, and the United Kingdom. Established in 2000, the firm manages a $900 million investment program, with offices located in Menlo Park, Santa Monica, and Toronto. It primarily focuses on software, commercial services, and technology, media, and telecommunications sectors. Wellington Financial has raised multiple venture debt funds, including Fund III and Fund IV, which have successfully facilitated numerous growth capital transactions. The firm is backed by several of Canada’s largest institutional investors, crown corporations, financial institutions, and pension funds, underscoring its strong position in the specialty finance sector.
PrivateBancorp provide highly personalized financial services primarily to professionals, entrepeneurial individuals and their closely-held businesses. They are one of the first banks newly formed in the Chicago area in recent years.
Geneva Advisors is an independent Registered Investment Advisory firm offering equity and fixed income strategies with over $8 billion in assets under management. The firm is excited to inform you that Geneva Advisors is joining CIBC Atlantic Trust Private Wealth Management, a well-respected, full-service firm that shares our client-first culture. The Geneva team whom you have come to know and trust will remain the same, and we will continue to manage our client’s investments.
Element Fleet Management (TSX: EFN) is the leading global fleet management company, providing world-class management services and financing for commercial vehicle and equipment fleets.
Whatifi Financial
Series B in 2001
Whatifi.com is an online asset management firm focused on the individual consumer.