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

Solinvest.ca

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Image of Coreen's book "Practically Investing: Smart Investment Techniques Your Neighbour Doesn’t Know"'To Read' List

Practically Investing, Smart Investment Techniques Your Neighbour Doesn​​​​​​'t Know 
- By Coreen T. Sol, CFA
 

Amazon.ca: 5 Stars
Goodreads.com: 4.5 Stars
 

Hands on a keyboard and holding a page with charts and graphs on itFamily Clients

We generate passive income and long-term growth by holding individual securities selected through quantitative and fundamental analysis. Each investment mandate is built to suit your specific objectives outlined in your Investment Policy Statement.
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Hands holding a paper on a conference table during a meetingInstitutional Clients

Acting as fiduciary, we build and manage custom solutions for your organization based on your Investment Policy, in conjunction with your business risk manager.
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Man and woman holding hands walking in the sand by the waterHow We Meet Your Key Objectives

As part of our process, we design and maintain a hierarchy of why you're building wealth so that we can implement a series of Action Paths to achieve your priorities. We provide you with a Personal Financial Organizer to maintain all of your key financial contacts and documents, including your Investment Policy Statement (IPS), quarterly portfolio reviews, and financial planning strategies for your easy reference.

 

 

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How We Lower Financial Stress

The scope of Discretionary Portfolio Management extends beyond structured asset allocation, investment selection, reducing volatility and maximizing returns. Our goal is to lower your overall financial stress by integrating planned liquidity into your investment process and building passive income, so that your money is available when you need it. Our processes aim to limit the naturally occurring biases that can occur during complex financial decisions, life's inflection points, and volatile markets so that your financial outcomes are more predictable.

 

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How We Include Your Family

We work with families because once our clients feel financially secure, they tend to worry most about the people closest to them. Your parents, children, and grandchildren are treated with the same care as you are, even if they are opening their first RRSP. Each individual has their own IPS, yet, we calculate portfolio management fees based on the entire family's assets.

Contact us

Address

1055 Dunsmuir Street
Suite 2434
Vancouver, BC V7X 1K8
Toll-free: 1 (877) 331-5122

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.