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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Jeremiah Ribasi, B.Comm, PFP®, CIM®,FCSI®

  • Home
  • About us
    • About Wood Gundy
    • E.R.S Process
    • Meet Your Team
    • Who We Help
    • Community Involvement
  • Services & Solutions
    • Wealth Management Approach
    • Portfolio Management
    • Business Owners
  • Separately Managed Accounts
    • Investment Philosophy
    • Overview of Separately Managed Accounts(SMA)
    • Our Strategies
    • Client Reporting & Oversight
  • Client Resources
    • FAQ's
    • Videos
  • Contact us

Investment Philosophy

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 429-8938
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Investment Philosophy

Investment Philosophy

We believe, a disciplined long term approach designed and customized to our clients is essential in protecting wealth while generating growth across multiple market cycles. Risk can be reduced by diversifying across a number of securities, asset classes and styles.

We are committed to transparency in our portfolios and to execute on this philosophy, we believe our clients are best served in having their investments managed on a discretionary basis as it frees their time for other interests in life.

 

Responsible Investing (RI)

At CIBC Wood Gundy, we offer a number of services with regards to socially responsible investing(Environmental, social and governance issues. From an investment management and portfolio construction process, clients can exclude specific companies from the portfolio as requested, with those excluded positions then represented by an increased cash position. This allows clients to tailor their holdings on any particular social and environmental guidelines. In addition to this, Our CIBC Private Wealth team is happy to help convene or guide the process in determining what type of socially responsible investing fits your unique goals.

Additionally, approximately 90% of our Separately Managed Account(SMA) -ICS platform sub-advisors are signatories of the United Nations Principals for Responsible Investing (UNPRI) and as such follow a set of guidelines to incorporate environmental, social and governance principals into their investment process.

Learn more.....

 
 
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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.