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 CIBC Private Wealth Management

CIBC Wood Gundy

Wood Priddle Sheppard Financial Group

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Managing risk

Address 4 Herald Avenue Suite 505 Corner Brook NL, A2H 4B4
Telephone Number (709) 637-1796
Email Email us
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Managing Risk

At the Wood Priddle Sheppard Financial Group, risk management is our investment priority. Starting with a deep understanding of our clients' required rate of return based on their plan, we are able to manage risk where needed. This approach gives our clients the assurance that their hard-earned wealth is being monitored and controlled based on their individual risk tolerance and that their desired lifestyle will be maintained.

 

1 - Market Risk

  • What is your allocation?
  • What is your rebalancing process?

2 - Interest Rate Risk 

  • What is your laddering strategy?
  • Do you have inflation protection?

3 - Investment Management Risk

  • Do you have due diligence process?
  • Who manages your managers?

4 - Income Risk

  • What would happen if you were no longer here?
  • Would you run out of money?

5 - Tax and Estate Risk

  • Do you know what your tax liability would be if you and or spouse passed away tomorrow?

 

If you aren't sure how much risk you're taking on, or what your required rate of return is, it's time to give us a call.

 

 

 

 
 
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“CIBC Private Wealth Management” 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 Management 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.


The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.