Business Philosophy

As a team, our investment policy is based on realistic expectations with a long-term perspective and clearly defined objectives. This is the base upon which our clients' portfolios are developed and managed over time and through different market cycles.

Above all, we recognize that no two clients are alike. "Your interest always comes first; we do what is right for you."

We consider factors such as:

• Realistic rate of return expectations
• Income requirements
• Tax status
• Time horizon for achieving results
• Asset allocation and investment mix strategies
• Performance evaluation and reviews
• Risk tolerance (attitude and temperament towards risk and market fluctuations)
• Rebalancing for changing market conditions and for changes in the investor's status

Our clients have confidence and peace of mind knowing their financial futures are being guarded by a solid personal team using the financial strength, advanced technology and extensive knowledge of CIBC Wood Gundy. Portfolio performance and client satisfaction are our primary business objectives, and we pride ourselves on providing exceptional customer service to our clients.