The Dixon difference

Email

Tel

Key differentiators that set our team apart:

Institutional expertise. James Dixon brings 16 years of Capital Markets experience.
Exclusivity. Each portfolio manager caps their client list at 80 clients
Top-Down Model Based Approach. Macro indicators drive asset allocation decisions.
Research. Detailed weekly macro updates are provided to keep investors abreast of market developments.
Investments. Portfolio managers buy investments, not products. This removes hidden fees and ensures asset selection lines up with the macro environment.
High touch. A limited client portfolio ensures white glove service and allows for active asset management.
Derivative overlay. Low risk yield enhancement and hedging strategies are used to reduce risk and boost returns.

Rates
FAQ
Agreements
Trademarks & Disclaimers
Privacy & Security
CIRO AdvisorReport
Accessibility at CIBC

Manage Cookie Preferences
Cookie Policy

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.

CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.