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

The McCleary Toews Financial Group

  • Home
  • About us
    • Our Team
    • Our Clients
    • Our Process
    • Our Philosophy
    • Our Commitment
  • Services
  • Market insights
  • Community
  • Contact us
 

Our Philosophy

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Our Philosophy

The McCleary Toews Financial Group provides clients and institutions access to investment strategies that are typically only available and utilized by large institutional investors such as the Canada Pension Plan (CPP), Community Foundations and other sophisticated institutions such as the Harvard and Yale Endowment Funds. Our clients gain access to world leading money managers creating a more diversified portfolio and reducing overall risk.

Our investment strategy is evaluated, implemented and monitored based on a ‘best in class' approach. No single investment firm is the best in the world in every category of investment management. Therefore, we conduct a global manager search and bring the leading managers together for each component of a client's portfolio to successfully deliver strong, long term returns. When constructing an individual client portfolio we match the client's risk tolerances, income needs and tax circumstances to the best suited investment managers.

Preservation of capital is the number one concern in our investment process. You have worked hard to create your weath, our goal is to protect it while earning a reasonable rate of return.

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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.