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The Colling Group  ǀ  Total Wealth Management

Institutional strength. Distinctly Personal.

As a discretionary portfolio management team, we combine institutional investment capabilities, global research depth, and highly personalized advice to support confident decision-making across every dimension of our client's financial lives.

Our investment platform includes internally developed discretionary strategies, access to a institutional third-party manager program, and the analytical resources of one of Canada's largest financial institutions. Through our role within the CIBC Family Office, clients also benefit from integrated trust, tax, estate, and insurance expertise.

We operate with a disciplined, discretionary approach and are compensated through a transparent management fee that covers portfolio management, custody, and financial planning – we focus on long-term outcomes, objective advice, and enduring client relationships.