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Gifting money not only helps children or grandchildren get established, it also offers significant opportunities for tax and estate planning

Geneva Advisors will build on the Toronto-based bank’s recent acquisition of PrivateBancorp

CIBC’s president and CEO is being recognized for his efforts to create an inclusive workplace

  • By: Leah Golob
  • June 28, 2017 October 11, 2019
  • 09:55

The U.S. provides a promising avenue for Canadian banks looking to expand

Jon Haountalas replaces Steve Geist as CIBC undergoes a transformation centred on digital innovation and client-focused delivery services

The firm’s aim to close the transaction later this month

But both banks say they are confident that the deal will close in June

The friendly takeover bid is now worth $6.8 billion

Advisory firm says Chicago-based PrivateBankcorp’s earning power as a stand-alone company appears to be growing

Banks are building digital connections with clients