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

Nemeth Investment Group

  • Home
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    • Our Story
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    • Our Philosophy
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    • Advisor Managed Account (AMA)
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    • Custom Accounts (CA)
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    • Delaware Income Portfolio
    • Delaware Global Growth Portfolio
    • Delaware Strategic Balanced
    • Performance Results
  • Contact us

Delaware Strategic Balanced

Get in Touch

Get the clarity and confidence in your investments you need to achieve your financial goals.

Ask us a Question

Get in Touch

Get the clarity and confidence in your investments you need to achieve your financial goals.

Ask us a Question

Delaware Strategic Balanced

Returns Since Inception

See the most recent performance results

Performance Objective

To achieve a superior risk-adjusted return from a high level of income combined with moderate to long-term growth in a balanced portfolio. A concentrated portfolio of 20-30 holdings allows the manager to add value. 

Investment Profile

Suitable for investors who:

• Prefer the simplicity of investing in a single managed account

• Want to have informed professional advice without the inconvenience of day-to-day decisions

• Want active and strategic asset allocation

Investment Strategy

Richard emphasizes asset allocation in this portfolio. Corporate fixed income, preferred shares and convertible bonds/debentures will be used when risk/reward makes them favourable to equities. The asset allocation strategy will be set first and decisions made with a macroeconomic bias. Once the appropriate asset allocation is made, the multiple investment styles apply to individual securities.

Portfolio Facts

  • Portfolio Manager: Richard Nemeth
  • Investment Approach: Multiple Styles
  • Return Objective: Income and Growth
  • Risk Profile: Medium
  • Investment Management Fee: $100,000 minimum
  • Portfolio Inception: November 1, 2012

 


Book an Appointment

 

Call: (519) 640-7740

Next: See how the portfolios have performed 

 
Couple reviewing tax strategies

Finish the year strong: Top five tax strategies to preserve and transfer wealth

CIBC Private Wealth

November 24, 2025

Strategic year-end planning can make a lasting difference. Discover how these tax strategies can help grow your wealth.

Read more Read more about Finish the year strong: Top five tax strategies to preserve and transfer wealth
 
<p>*As of October, 1, 2025, and is subject to change.&nbsp;</p> <p>&nbsp;</p> <p>This document is intended to provide general information and should not be construed as financial, legal, tax or other advice. Individual circumstances and current events are critical to sound planning; anyone wishing to act on the information presented should consult with his or her financial, legal, or tax advisor.&nbsp;</p> <p>&nbsp;</p> <p>This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change.&nbsp;</p> <p>&nbsp;</p> <p>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. (&ldquo;CAM&rdquo;); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (&ldquo;WMI&rdquo;). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (&ldquo;ISI&rdquo;), 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. The CIBC logo and &ldquo;CIBC Private Wealth&rdquo; are trademarks of CIBC, used under license. &ldquo;Wood Gundy&rdquo; is a registered trademark of CIBC World Markets Inc.&nbsp;</p> <p>&nbsp;</p> <p>If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.&nbsp;</p>
 
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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.