Portfolio Management & Overview

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Portfolio Management & Overview

We support approximately 220 client relationships.

The three main types of portfolio management our team employs include, but are not limited to:

Quality Canadian Growth Strategy;
Canadian Diversified Income Strategy;
Canadian Dividend Growth Strategy;
Customized portfolio solutions for clients who the above portfolios are not suitable.
Some clients employ all of the above listed options

What resources are available to you when deciding on investments?

CIBC has analysts covering every sector in the Canadian investment landscape, providing research on most of the companies on the TSX.

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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.