CIBC ASSET MANAGEMENT INC.

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UUID12fdf762-c2e4-5a4a-9eba-6e4172d86e55

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:32

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	106508	106508	—	1.0
cik	0001021926	1021926	—	—
lei	549300DG5JVB2XX2A247	549300DG5JVB2XX2A247	—	—
sec_file_number	801-9707	801-9707	—	—

Profile

Websitehttps://www.linkedin.com/showcase/cibc-private-wealth-management/

HQ CityTORONTO, ON

HQ StateNone

HQ CountryCanada

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)141,773,703,254.0
RAUM (discretionary)136,991,552,499.0
Actionable assets141,035,260,078.0
Accounts19,662.0

Institutional Clients

Government AUM65,716,032.0
Pension AUM11,569,242,990.0
Charitable AUM13,516,256,065.0
HNW AUM1,351,755,939.0

As of 2025-04-10 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BELANGER, ERIC, NMN	PRESIDENT AND CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2016431", "owner_id": "8073809", "source": "adv_part1", "table": "Schedule_A_B"}
CANADIAN IMPERIAL BANK OF COMMERCE	100.00% SHAREHOLDER	OFFICER	—	{"filing_id": "2016431", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CANCELLI, ROBERT, FRANCIS	DIRECTOR	OFFICER	—	{"filing_id": "2016431", "owner_id": "4035896", "source": "adv_part1", "table": "Schedule_A_B"}
DE LUCA, STEVEN, JAMES	DIRECTOR	OFFICER	—	{"filing_id": "2016431", "owner_id": "8032930", "source": "adv_part1", "table": "Schedule_A_B"}
DITCHFIELD, WILHELMINA, STEPHANIA	CHAIR	OFFICER	—	{"filing_id": "2016431", "owner_id": "7718908", "source": "adv_part1", "table": "Schedule_A_B"}
GITTENS, STEPHEN, ANTHONY	DIRECTOR	OFFICER	—	{"filing_id": "2016431", "owner_id": "7045606", "source": "adv_part1", "table": "Schedule_A_B"}
JEDRZEJEWSKA, EVE, NMN	CHIEF ADMINISTRATIVE OFFICER	OFFICER	—	{"filing_id": "2016431", "owner_id": "8032928", "source": "adv_part1", "table": "Schedule_A_B"}
KAZMI, SAHER, NMN	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2016431", "owner_id": "7530965", "source": "adv_part1", "table": "Schedule_A_B"}
TOMASONE, ELENA, (NMN)	VICE PRESIDENT, BUSINESS AND INVESTMENT SERVICES	OFFICER	—	{"filing_id": "2016431", "owner_id": "7202698", "source": "adv_part1", "table": "Schedule_A_B"}
VIVACQUA, FRANK, (NMN)	DIRECTOR	OFFICER	—	{"filing_id": "2016431", "owner_id": "6442519", "source": "adv_part1", "table": "Schedule_A_B"}
WAKAYAMA, WINNIE, NMN	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2016431", "owner_id": "7295558", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:32 • csv
```
{
  "date_submitted": "09/18/2025 11:21:34 AM",
  "filing_id": "2016431",
  "reg_type": "IA"
}
```