Investment Performance

For over 35 years, Jay has been a trusted Investment Advisor to affluent individuals, foundations and corporations, creating personalized investment strategies with a skilled team of associates. As a Senior Portfolio Manager and Investment Advisor at CIBC Wood Gundy, Jay currently manages in excess of $5 billion in client assets. The primary investment goal is to preserve capital and provide growth, while generating income as needed.
 

Our investment style can best be described as opportunistic. We aim to exploit inefficiencies in the pricing of individual securities or entire sectors of the market, with an emphasis on the preservation of capital. With this approach, we have consistently achieved positive trailing returns across all of our investment strategies since inception.

Click on the links below to discover more about Dr. Jay Smith's investment style.