CIBC ASSET MANAGEMENT INC.
Latest filing: Apr 10, 2025 (114 days ago)
AUM
$141,773,703,254
31% change vs. 1 year ago
3% change vs. 3 years ago
32% change vs. 5 years ago
39% change vs. 10 years ago
Employee Count
415
3% change vs. 1 year ago
40% change vs. 3 years ago
22% change vs. 5 years ago
5% change vs. 10 years ago
Main Office
TORONTO, ON,
81 BAY STREET, TORONTO, ON, , CANADA, M5J 0E7
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $137.0 |
| Non-Discretionary | $4.8 |
| Total | $141.8 |
| Client | AUM |
|---|---|
| Retail | $1.4 |
| Pooled | $82.5 |
| Institutional | $57.9 |
| Total | $141.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 7,383 | $1.4 |
| Average HNW AUM | $183,090 | |
| Retail Total | 7,383 | $1.4 |
| Average Retail AUM | $183,090 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CIBC MELLON TRUST COMPANY | TORONTO, ONTARIO--CAN | $12.4 |
| RBC INVESTOR SERVICES LTD. | TORONTO, ONTARIO--CAN | $2.9 |
| CIBC TRUST CORPORATION | TORONTO--CAN | $2.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $59.3 |
| Retail SMA AUM | $1.4 |
| Institutional SMA AUM | $57.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 35% | $20.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 34% | $20.1 |
| IG Credit | 16% | $9.5 |
| HY Credit | 1% | $0.6 |
| Derivatives | 6% | $3.6 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $4.1 |
| Other | 0% | $0.0 |
| Total | 99% | $58.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CIBC PRIVATE WEALTH ADVISORS, INC. | $61.1 | 109644 | |
| CIBC BANK AND TRUST COMPANY (CAYMAN) LIMITED | $0.0 | broker-dealer, trust company | - |
| CIBC NATIONAL TRUST COMPANY | $0.0 | trust company | - |
| CIBC SECURITIES INC. | $0.0 | broker-dealer | - |
| 'FIRSTCARIBBEAN INTERNATIONAL TRUST COMPANY (BAHAMAS) LIMITED | $0.0 | broker-dealer, trust company | - |
| CIBC MORTGAGES INC. | $0.0 | - | |
| CIBC DELAWARE TRUST COMPANY | $0.0 | trust company | - |
| FIRST CARIBBEAN INTERNATIONAL BANK (BAHAMAS) LIMITED | $0.0 | broker-dealer | - |
| CIBC INVESTOR SERVICES INC. | $0.0 | broker-dealer | - |
| CIBC TRUST CORPORATION | $0.0 | trust company | - |
| CIBC WORLD MARKETS INC. | $0.0 | broker-dealer | - |
| CANADIAN IMPERIAL BANK OF COMMERCE | $0.0 | - | |
| CIBC WORLD MARKETS CORP. | $0.0 | broker-dealer | 630 |
| CIBC MELLON TRUST COMPANY | $0.0 | trust company | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| VIVACQUA, FRANK, (NMN) | DIRECTOR |
| TOMASONE, ELENA, (NMN) | VICE PRESIDENT, BUSINESS AND INVESTMENT SERVICES |
| SCANDIFFIO, DAVID, MICHAEL | PRESIDENT AND CHIEF EXECUTIVE OFFICER |
| GITTENS, STEPHEN, ANTHONY | DIRECTOR |
| DODIG, EDWARD | DIRECTOR |
| WAKAYAMA, WINNIE, NMN | CHIEF FINANCIAL OFFICER |
| CANCELLI, ROBERT, FRANCIS | DIRECTOR |
| LEROUX, MICHAEL, HENRY | DIRECTOR |
| KAZMI, SAHER, NMN | CHIEF COMPLIANCE OFFICER |
| DITCHFIELD, WILHELMINA, STEPHANIA | CHAIR |
| JAIN, MUDIT, NMN | DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MOENS PEDERSEN | TORONTO, ON | ||||||||
| JASON TADROS | TORONTO, ON | ||||||||
| RENÉ VEILLETTE | TORONTO, ON | CHARTERED FINANCIAL ANALYST | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $141.8 | $0.0 | 0% | 415 | 0 | 0% |
| 2025-04-21 | $141.8 | $0.0 | 0% | 415 | 0 | 0% |
| 2024-04-02 | $108.4 | $33.3 | 31% | 401 | 14 | 3% |
| 2023-04-04 | $111.6 | $30.2 | 27% | 371 | 44 | 12% |
| 2022-04-01 | $137.4 | $4.4 | 3% | 297 | 118 | 40% |
| 2021-04-05 | $109.6 | $32.2 | 29% | 292 | 123 | 42% |
| 2020-04-01 | $107.3 | $34.5 | 32% | 341 | 74 | 22% |
| 2019-04-01 | $98.2 | $43.6 | 44% | 339 | 76 | 22% |
| 2018-04-02 | $110.6 | $31.2 | 28% | 377 | 38 | 10% |
| 2017-04-01 | $96.8 | $45.0 | 46% | 348 | 67 | 19% |
| 2016-04-01 | $93.1 | $48.7 | 52% | 396 | 19 | 5% |
| 2015-04-01 | $102.2 | $39.5 | 39% | 396 | 19 | 5% |
| 2014-04-01 | $86.7 | $55.1 | 63% | 457 | -42 | -9% |
| 2013-04-01 | $72.3 | $69.5 | 96% | 153 | 262 | 171% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA-05/17/2019, FL-01/23/2020, NH-01/23/2020, NY-06/12/2020, TX-05/17/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV