Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • About us
    • Our Team
    • Community
    • Contact us
  • Family Wealth Advisory
    • Total Wealth Management
  • Multi-Asset Class Portfolio Strategy
    • Investment Policy
    • Portfolio Construction
    • Colling Group Managed Strategies
    • Alternative Investments
    • Responsible Investing
  • Wealthview Podcast
  • Colling Group Insights
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Colling Group

  • Home
  • About us
    • Our Team
    • Community
    • Contact us
  • Family Wealth Advisory
    • Total Wealth Management
  • Multi-Asset Class Portfolio Strategy
    • Investment Policy
    • Portfolio Construction
    • Colling Group Managed Strategies
    • Alternative Investments
    • Responsible Investing
  • Wealthview Podcast
  • Colling Group Insights

Colling Group Managed Strategies

Address 200 King Street West Suite 1807 Toronto ON, M5H 3T4
Telephone Number (416) 594-8855
Email Email us
Email Email
Telephone Number Tel

Colling Group Managed Strategies

Colling Group managed strategies are available exclusively to affluent individual investors and institutions. We offer a disciplined approach to risk management through our well-regimented investment process. Our core strategies are offered through institutional quality separately managed accounts, rather than pooled funds. We offer six strategies designed to be used as the cornerstone of a multi-asset class portfolio.


Colling Group US Core Equity

Actively managed US mid/large cap core equity strategy, diversified across momentum, value and dividend growth factors. 25 to 30 positions.

Colling Group Total Balanced

Actively managed Canadian biased global balanced strategy, with tactical asset allocation across equities, fixed income and alternative assets.

Colling Group Canadian Tactical

Quantitative Canadian ETF equity strategy that utilizes a core-and-satellite approach through tactical allocations across the composite index, sector momentum leaders, and qualitative factor leaders. Rebalanced quarterly, 4 to 6 positions.

Colling Group Canadian Growth

Actively managed Canadian mid/large cap equity strategy diversified across momentum, value, and dividend growth factors, with a tilt towards growth and momentum. 20 to 25 positions.

Colling Group Strategic Dividend

Actively managed Canadian dividend strategy, focused on companies that combine strong operating results with a proven history of dividend distribution growth. 20 to 25 positions.

Colling Group Canadian Focus

Actively managed North American strategy, focused on Canadian equity with a secondary allocation to US equity for additional diversification. 20 to 25 positions.

 

Third Party Manager Allocations

We operate on an open platform with access to best-in-class asset managers across all investment disciplines. In addition to our managed strategies, we make secondary allocations in certain asset classes to high quality third party managers selected through our investment manager research process.


Colling Group Global Equity

Actively managed global equity allocation strategy, with a large cap bias and a secondary allocation to small/mid cap managers. 4 to 6 manager allocations.

Colling Group Global Fixed Income

Actively managed global fixed income allocation strategy. We determine our desired duration, credit quality, and geographic distribution and select fixed income managers that meet our criteria. 3 to 5 manager allocations.

Colling Group Alternatives

Actively managed allocation strategy across a wide range of disciplines, including private equity, private credit, real estate, and multi-strategy hedge funds. The objective is to deliver strong returns with lower volatility, as well as low correlation to our core strategies and traditional asset classes. 4 to 6 manager allocations.

 

 

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.