Portfolio and investment management

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Studies show proper asset allocation can increase returns and reduce risk.

Surprisingly, we find most investors are unaware of their current asset allocation and have no such strategy for their portfolios. Our goal is to build a rewarding long-term investment plan designed to attain consistent performance at a reduced level of volatility.

Together, we will build a customized investment plan and assist you in meeting your investment objectives.

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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.