About Geneva

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.

Coming together with CIBC Atlantic Trust gives us the power to do more for our clients. We will now have access to additional investment strategies that can complement a client’s existing portfolio. This new alliance also provides access to the Wealth Strategies Group at CIBC Atlantic Trust, which allows further integration with tax, trust, estate and philanthropic planning. We invite you to explore to learn more.


Our History

Geneva Advisors was founded on the belief that investment management decisions should be objective and unbiased. Our team remains true to our original investment philosophy and disciplined process.


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