Our goal is to provide clients financial peace of mind by investing their savings in suitable, best-in-class investment strategies that preserve and grow wealth over the long term. With the support of the CIBC Wood Gundy and outside portfolio managers from around the world, we employ a hybrid approach to investment management; similar to one that well-known pension funds and university endowments use.
We use a combination of portfolio managers, in addition to our own strategies, to give clients access to a diversified range of best-in-class investment opportunities. We believe two key benefits to our approach are:
- Investments with outside portfolio managers provide enhanced diversification and a complimentary perspective.
- A relationship with CIBC Asset Management, CIBC Wood Gundy's Investment Strategy Group and our relationships with outside portfolio managers present our clients with opportunities they would not otherwise have access to.
With this support, we are able to provide expertise in managing both traditional investment and alternative strategies.
Additional information available upon request.
Rethink Diversification
When investing your savings into a "diversified" strategy, it is important to look beyond the conventional wisdom of "don't put all of your eggs in one basket." While this statement does hold true, there comes a point when adding similar types of investment products to your portfolio may no longer reduce risk or increase the potential for returns.
Based on each client's situation, we look beyond just buying and holding a "balanced mix" of stocks and bonds to protect and grow their wealth. Enhanced diversification comes from adding different types of investments and strategies that will react in different ways to changes in the markets.
