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

Kosta Dariotis & Al Fiumidinisi

  • Our Journey
    • Our History
    • Our Team
  • Our Services
    • Discretionary portfolios
    • Our Strategies
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Our Strategies

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Our Strategies: Bringing together expertise for a stronger financial future

1) CANADIAN EQUITY PORTFOLIO

This investment portfolio seeks to maximize absolute returns by investing in a diversified portfolio of equities that generate income and capital growth.

Fact Sheet

2) CANADIAN & INTERNATIONAL SPECIAL OPPORTUNITIES

Seek to maximize absolute returns through investing in a diversified portfolio of equities and fixed income that generate income and capital growth excluding US securities.

Fact Sheet

3) C$ Total Balanced

This investment portfolio seeks to maximize absolute returns by investing in a diversified portfolio of equities and fixed income securities that generate income and capital growth.

Fact Sheet

4) Income and Growth

This investment portfolio seeks to maximize absolute returns by investing in a diversified portfolio of equities and fixed income securities that generate income and capital growth.

Fact Sheet

5) Quant Global Growth

Seek to generate high growth opportunities in a diversified portfolio of Canadian, US and International equity.

Fact Sheet

6) Special Opportunities

This investment portfolio seeks to achieve capital appreciation through investing in a diversified portfolio of Canadian, US and global equities and/or fixed income with a focus on growth utilizing tactical asset allocation.

Fact Sheet

7) Special Opportunities Premium Dividend

Seek to maximize income through investing in a diversified portfolio of Canadian, US & International equity securities that generate high yield income and capital growth.

Fact Sheet

8) U$ global Balanced

This investment portfolio seeks to maximize absolute returns by investing in a diversified portfolio of equities and fixed income securities that generate income and capital growth.

Fact Sheet
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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.