CIBC ASSET MANAGEMENT INC.

CIBC ASSET MANAGEMENT INC. of TORONTO, ON is an SEC-registered investment adviser (CRD 106508). Regulatory assets under management: $162.8B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (118)

Showing 25 of 118 people.

NameRoleLocation
Taylor M PaulPRESIDENT AND CHIEF OPERATING OFFICER OF THE TAL FUND DIVISIONDenver, CO
Taylor J PaulPRESIDENT AND CHIEF OPERATING OFFICER OF THE TAL FUND DIVISIONLOS ANGELES, CA
Bennett LeeDIRECTORVienna, VA
Elena Nmn TomasoneVICE PRESIDENT, BUSINESS AND INVESTMENT SERVICES
Frank Nmn VivacquaDIRECTOR
Stephen Anthony GittensDIRECTOR
Robert Francis CancelliDIRECTOR
Wilhelmina Stephania DitchfieldCHAIR
Steven James De LucaDIRECTOR
Winnie Nmn WakayamaCHIEF FINANCIAL OFFICER
Saher Nmn KazmiCHIEF COMPLIANCE OFFICER
Eve Nmn JedrzejewskaCHIEF ADMINISTRATIVE OFFICER
Eric Nmn BelangerPRESIDENT AND CHIEF EXECUTIVE OFFICER
David Michael ScandiffioPRESIDENT AND CHIEF EXECUTIVE OFFICER
ANDERSON THOMAS JOHNCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, DIRECTOR
WALKER LISA ANNCHIEF FINANCIAL OFFICER
CAMPBELL RICHARD ALEXANDERDIRECTOR AND GLOBAL CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT & CHIEF OPERATING OFFICER OF TAL INSTITUTIONAL DIVISION
DONNELLY DANIEL RICHARDDIRECTOR
NADEAU JEAN-PIERREASSISTANT VICE PRESIDENT BUSINESS MANAGEMENT; CHIEF COMPLIANCE OFFICER, SENIOR DIRECTOR, BUSINESS MANAGEMENT AND OFFICER RESPONSIBLE FOR BUSINESS ACTIVITIES IN QUEBEC; SENIOR DIRECTOR, BUSINESS MANAGEMENT
LEWIS DEBORAH JOANDESIGNATED AML OFFICER, FIRST VICE PRESIDENT AND HEAD OF NATIONAL SERVICING; FIRST VICE-PRESIDENT AND HEAD OF NATIONAL SERVICING; FIRST VICE-PRESIDENT, SERVICING" AND DESIGNATED ANTI-MONEY LAUNDERING OFFICER
THYAGARAJAN JYOTHI MULLAVILACORPORATE SECRETARY
BRAIVE JOHN WILLIAM100% OWNER; DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER OF TAL INSTITUTIONAL DIVISION; DIRECTOR, VICE-CHAIRMAN
DODIG VICTOR GDIRECTOR, CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER
COOKE PETER NOEL DAVIDDIRECTOR
DE CLAPIERS LUCFIRST VICE-PRESIDENT, GLOBAL ASSET ALLOCATION

Disclosures (32)

InitiatedTypeAllegationsStatusAmount
2024-09-24regulatoryTHE COMMODITY FUTURES TRADING COMMISSION ("COMMISSION") HAS REASON TO BELIEVE THAT FROM AT LEAST SEPTEMBER 2018 TO THE PRESENT ("RELEVANT PERIOD"), CANADIAN IMPERIAL BANK OF COMMERCE ("CIBC") VIOLATED, AS SET FORTH BELOW, SECTIONS 4S(F)(1)(C), 4S(G)(1) AND (3), AND 4S(H)(1)(B) OF THE COMMODITY EXCHA…Final$30.0M
2024-09-24regulatoryON SEPTEMBER 24, 2024, THE COMMODITY FUTURES TRADING COMMISSION ("CFTC") ANNOUNCED A SETTLEMENT WITH CANADIAN IMPERIAL BANK OF COMMERCE ("CIBC") FOR FAILING TO TIMELY REPORT SWAP TRANSACTIONS TO A REGISTERED SWAP DATA REPOSITORY AS REQUIRED BY THE COMMODITY EXCHANGE ACT (CEA) AND CFTC REGULATIONS SE…Final$1.3M
2024-09-24regulatoryON SEPTEMBER 24, 2024, THE SECURITIES AND EXCHNAGE COMMISSION (SEC) ANNOUNCED A JOINT SETTLEMENT WITH CIBC PRIVATE WEALTH ADVISORS, INC. AND CIBC WORLD MARKETS CORP. (COLLECTIVELY FOR PURPOSES OF THIS PARAGRAPH, CIBC) IN WHICH CIBC AGREED TO PAY A CIVIL MONETARY PENALTY IN THE AMOUNT OF $12,000,000…Final$12.0M
2024-09-13regulatoryTHE ARIZONA CORPORATION COMMISSION (ACC) DETERMINED THAT CIBC WORLD MARKETS, INC. (CWMI) VIOLATED A.R.S. § 44-1841 IN 2023, WHEN IT FAILED TO MAINTAIN ITS REGISTRATION EXEMPTION STATUS BY FAILING TO FILE THE REQUIRED EXEMPTION AND PAY THE REQUISITE FEE FOR OFFERING AND SELLING SECURITIES WITHIN OR F…Final$50K
2024-07-17regulatoryTHE SOUTH KOREAN SECURITIES AND FUTURES COMMISSION (SKSFC) ISSUED A NOTICE OF PENALTY INDICATING THAT CIBC WORLD MARKETS INC. (CWMI) EXECUTED AN IMPERMISSIBLE NAKED SHORT SALE. ON FEBRUARY 5, 2021, CWMI ATTEMPTED TO SELL SHARES HELD BY A CLIENT ON THE KOREA EXCHANGE, AND DUE TO AN ADMINISTRATIVE ERR…Final$26K
2023-05-04regulatoryCIBC WORLD MARKETS CORP. VIOLATED CBOE RULES 4.2, 5.12, 8.1, 8.2, AND OPTIONS CLEARING CORPORATION'S ("OCC") BY-LAWS ARTICLE VI, SECTION 1 IN THAT THEY IMPROPERLY USED THE OCC ADJUSTMENT PROCESS. THE FIRM ALSO VIOLATED CBOE RULE 8.16 IN THAT THEY DID NOT ESTABLISH SUFFICIENT SUPERVISORY PROCEDURES R…Final$80K
2019-10-28regulatoryFROM FEBRUARY 2017 THROUGH OCTOBER 2017, CIBC WORLD MARKETS CORP (CIBC) FAILED TO ACCURATELY RECORD THE ORDER RECEIPT AND ORDER TRANSMISSION TIMES OF MANUAL OPTIONS ORDERS IT HAD ROUTED TO THE PHLX AND VARIOUS OTHER NATIONAL SECURITIES EXCHANGES FOR EXECUTION IN VIOLATION OF RULE 17A-3(A)(6)(1) OF T…Final$33K
2019-05-06regulatoryTHE CHICAGO BOARD OF OPTIONS, INC. ("CBOE") DETERMINED THAT ON OR ABOUT JUNE 1, 2016, CIBC WORLD MARKETS CORP. ("CIBC") BY AND THROUGH ITS ASSOCIATED PERSON, ACCEPTED A CUSTOMER HELD ORDER TO SELL SPX AND XSP AUGUST PUT OPTIONS AND IN TURN (1) ENGAGED IN ANTICIPATORY HEDGING TRANSACTIONS IN RELATED…Final$100K
2015-02-18regulatoryON JULY 1, 2013 CIBC BROKERED AND ENTERED INTO TWO EXCHANGE FOR RELATED POSITIONS (EFRPS) WHICH DID NOT CONTAIN DOCUMENTATION OF THE RELATED OTC TRANSACTION AND, THEREFORE, WERE NOT BONA FIDE EFRPS. THE NYMEX BUSINESS CONDUCT COMMITTEE PANEL FOUND THAT AS A RESULT CIBC VIOLATED LEGACY EXCHANGE RULE…Final$15K

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