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

Dr. Jay Smith

  • Home
  • Team
    • Our Team
    • Our Office
  • Approach
  • Our Services
    • Performance
    • Our Solutions
  • Insights
    • Monthly Musings
    • Market Insights
  • Contact Us

Approach

Address 200 King Street West Suite 1807 Toronto ON, M5H 3T4
Telephone Number (416) 594-8930
Email Email us
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Approach

Our Investment Style

    • We take an active discretionary approach to portfolio management. Our proprietary investment portfolios are opportunistic in nature as we look to execute on our views and benefit from what we perceive as inefficiencies and discrepancies in the markets. We look to grow our clients’ capital within a capital preservation risk framework by combining our strategic asset allocation with our multi-discipline tactical security selection methodology.

 

 
 
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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.