For over two decades, CIBC Mellon has been a top company in Canada that excels in providing financial services to institutional traders. Keep on reading if you want to learn more about CIBC Mellon, its foundation, locations, structure, services, and more.
Overview
Here an overview about CIBC Mellon:
| Founded: | 1996 |
|---|---|
| Headquarters: | Toronto, Ontario, Canada |
| Industry: | Financial Services |
| Services: | Asset Servicing |
| Official Website: | https://cibcmellon.com/ |
Foundation
In 1996, both the Mellon Financial Corporation and the Canadian Imperial Bank of Commerce formed a joint venture to provide institutional traders with asset servicing, CIBC Mellon. CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company are the two sister firms of CIBC Mellon.
Locations
The head office of CIBC Mellon is located at 1 York Street in Toronto. The lease from the fifth to the tenth floors is held by CIBC Mellon. In Canada, CIBC Mellon has satellite offices:
- London, Ontario
- Halifax, Nova Scotia
- Montreal, Quebec
- Calgary, Alberta
- Vancouver, British Columbia
- Mississauga, Ontario
Services Offered
The investment servicing solutions that CIBC Mellon provides are custody, fund administration, multicurrency accounting, recordkeeping, exchange-traded fund services, foreign exchange processing and settlement, pension services, treasury services, and securities lending services.
CIBC Mellon managed C$2.5+ trillion in assets for banks, investment funds, pension funds, governments, corporations, insurance companies, foundations, global financial institutions, and foreign insurance trusts as of March 31, 2022.
Structure
CIBC Mellon is a joint venture between BNY and CIBC Mellon that is split 50/50. So, the owners of it have little influence on CIBC Mellon.
And although both CMGSS and CMTC are in one building and function as one entity, each one of them features its own board of directors. On the other hand, the executive management team has control over the two companies.
Below is a list of CIBC Mellon’s leadership team, including their names, positions, and biographies.
| Name | Position | Biography |
|---|---|---|
| Steven R. Wolff | Chief Executive Officer | Steven Wolff's biography |
| Richard Anton | Chief Operations Officer | Richard Anton's biography |
| Rob Ferguson | Chief Capital Markets Officer | Rob Ferguson's biography |
| Bill Graves | Chief Data and Technology Officer | Bill Graves' biography |
| Kelly Hastings | Chief Risk Officer | Kelly Hastings' biography |
| Darcie James Maxwell | Head of OMNI Digital Services Canada, CIBC Mellon and BNY Mellon | Darcie James Maxwell's biography |
| Tedford Mason | Chief Legal Officer | Ted Mason's biography |
| Karen Rowe | Chief Financial Officer | Karen Rowe's biography |
| Ash Tahbazian | Chief Client Officer | Ash Tahbazian's biography |
| Maple Tam | Chief Human Resources Officer | Maple Tam's biography |
| Catherine Thrasher | Strategic Client Solutions and Global Risk Solutions, CIBC Mellon and BNY Mellon | Catherine Thrasher's biography |
Below is a list of the members of the board of directors at CIBC Mellon Global Securities Services Company, including both their names and positions.
| Name | Position |
|---|---|
| John Ferren | Senior vice-president and CFO, Canadian personal and small business banking, CIBC |
| Anne-Marie Dunn | Senior vice-president, talent acquisition and development, human resources, CIBC |
| Jeffrey Graham | Partner, Borden Ladner Gervais LLP |
| Daniel Kramer | Executive vice president, BNY Mellon Investment Services, and global head of client service delivery, BNY Mellon |
| Susan Rimmer | Managing director and head, global corporate banking, CIBC World Markets Inc. |
| James Slater | Executive vice president and global head of securities finance, BNY Mellon |
| Geoffrey Weiss | Senior vice-president, deposits and product analytics, CIBC |
Below is a list of the members of the board of directors at CIBC Mellon Trust Company, including their names and positions.
| Name | Position |
|---|---|
| Thaddeus Duchnowski | Managing director, global client management, BNY Mellon |
| John Ferren | Senior vice-president and CFO, Canadian personal and small business banking, CIBC |
| Anne-Marie Dunn | Senior vice-president, talent acquisition and development, human resources, CIBC |
| David Gillespie | Senior vice president of capital markets and wealth management operations, CIBC |
| Jeffrey Graham | Partner, Borden Ladner Gervais LLP |
| Daniel Kramer | Executive vice president, BNY Mellon Investment Services, and global head of client service delivery, BNY Mellon |
| Susan Rimmer | Managing director and head, global Corporate banking, CIBC World Markets Inc |
| Geoffrey Weiss | Senior vice-president, deposits and product analytics, CIBC |
| Steven Wolff | President and CEO, CIBC Mellon |
| James Slater | Executive vice president and global head of securities finance, BNY Mellon |
Customer Support
If you have any inquiries, you can use phone, mail, and email to get in touch with the customer support team of CIBC Mellon:
- Phone number: 1-800-465-2422 or (416) 643-5000
- Mailing address: CIBC Mellon, 1 York Street, Suite 900, Toronto, Ontario, M5J 0B6, Canada
- Email: [email protected]
