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.