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

Rahul Arora

  • Home
  • Your Team
  • Our Approach
    • Our Financial Planning Approach
    • Our Investment Management Approach
    • Our Services
  • About Wood Gundy
  • Learning
    • Video
    • Events
    • Blog
    • Market insights
  • Community
  • Contact us

Our Investment Management Approach

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 476-0164
Email Email us
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Our Investment Management Approach

Strategic and Tactical Asset Allocation

We modify your asset mix to take advantage of the asset classes, which offer the greatest potential for superior returns.

 

Multi-Disciplined & Active Investment Approach

We have combined a number of different investment techniques to create a truly unique multi-disciplined investment approach.

 

Unique Stock Selection Process

Our portfolios invest in companies that have passed a series of rigorous quantitative and technical screening criteria and have positive fundamental ratings from third party research.

 

Buy and Sell Discipline

Our buy and sell decision making process removes the emotional element of investing and focuses on the factors that drive excess returns.

 

A Highly Experienced Management Team

Exclusive access to top portfolio strategists, investment analysts and CIBC’s extensive third party research offering and supported by over 100 years of combined investment experience.

 

Uncompromised Investing

Our portfolios consist of our highest conviction stocks, avoiding 'overdiversification' with a concentrated portfolio offering.

 
 
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 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.