Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • About Us
    • Our Team
    • Our Partners
    • CIBC Wood Gundy
  • Solutions
    • Our Investment Philosophy
    • Our Process
    • Our Strategy
    • Our Clients
    • Our Integrated Approach
  • Services
    • Products and Services
    • Financial and Estate Planning
    • Investment Consulting Service
  • Client Resource Centre
    • Blogs
    • Market insights
    • Useful Links
  • Community
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Orfei Logullo Financial Group

  • Home
  • About Us
    • Our Team
    • Our Partners
    • CIBC Wood Gundy
  • Solutions
    • Our Investment Philosophy
    • Our Process
    • Our Strategy
    • Our Clients
    • Our Integrated Approach
  • Services
    • Products and Services
    • Financial and Estate Planning
    • Investment Consulting Service
  • Client Resource Centre
    • Blogs
    • Market insights
    • Useful Links
  • Community
  • Contact us

Our Strategy

Address 1 City Centre Drive Suite 1100 Mississauga ON, L5B 1M2
Telephone Number (905) 897-3714
Email Email us
Email Email
Telephone Number Tel

Our Strategy

Our Strategy

We utilize three primary investment elements in our investment strategy to provide you with a solution that meets your needs

 
Strategic Asset Allocation

Our Strategic Asset Allocation

To provide a stable, long-term asset allocation strategy that incorporates individual investor objectives and risk tolerance, ignoring short-term market noise. Managing risk based on your financial situation, income needs, and estate desires is the foundation for determining your unique investor profile.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.