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

Cox Daggett Advisory Group

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Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5332
Email Email us
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David Cox, CFA, CMT, FCSI, FMA, BMath, and Donald Daggett, B.Sc., CIM, CIMA, FCSI, are Portfolio Managers and Investment Advisors with CIBC Private Wealth Management, Wood Gundy. Together, they bring over 50 years of combined experience dedicated to the management of client's wealth.

The investment industry is full of bias, sales and investment strategy pitches based on hope. We do things differently. We both made the decision, from the start, that our investment strategies would be based on our own research and set out to formally build our own portfolios, risk management and security selection techniques. The ability to adapt to changing market conditions with a focus on a more steady equity curve without the bear market drawdowns is the goal of our process. Risk management should be more highly valued than return management. Too many investors adopt a finger crossing, buy-and-hold approach instead of carefully assessing risks and probabilities when making decisions.

We treat our client finances just as we treat our own finances. We invest in the way that our clients invest. Far too many advisors don't. Why not?

Every member of our team is dedicated to building life-long client relationships based upon value, trust, and confidentiality. "Extreme Service" is our goal.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Contact us

Address

150 Caroline Street South
3rd Floor,
Waterloo, ON N2L 0A5
Telephone number: (519) 883-5332
Toll-free: 1 (855) 246-4076
Fax: (519) 888-6887
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.