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Baker Culbert Wealth Advisory

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How we do it

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7954
Email Email us
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How We Create the Baker Proprietary Portfolios™

 

[On screen: White text on a red background: Transforming Market Opportunities into Results.]

 

[music]

 

[On screen: Four large white empty poster boards against a red wall. A man writes on them throughout the video, creating visualizations of what the off-screen narrator is describing. On the bottom right, BakerFinancialGroup.com.]

 

SPEAKER: Want to know how we do it? At Baker Financial Group, we navigate a tricky landscape that moves at incredible speeds on a daily basis. You start with a global, a geopolitical, and an economic view of the world at large. We then run a proprietary quantitative analysis on 3,000 companies. We apply fundamental analysis and due diligence to refine those 3,000 companies down to 100. Technical analysis helps with timing our buy and sell.

 

Out of this, we'll select 45 companies to create our proprietary investment portfolios. The Sidecar account, it's partnered just like the motorcycle, right beside your investment account, personalized specifically for you. So, how we do it, is to take volatility and opportunities and transform those into results.

 

[On screen: Having completed writing out everything, the man stands with a smile and open arms in front of the posters. Above appears "BakerFinancialGroup.com".]

 

[music]

[On screen: White text on a red background: Transforming Market Opportunities into Results.]

 

[music]

 

[On screen: Four large white empty poster boards against a red wall. A man writes on them throughout the video, creating visualizations of what the off-screen narrator is describing. On the bottom right, BakerFinancialGroup.com.]

 

SPEAKER: Want to know how we do it? At Baker Financial Group, we navigate a tricky landscape that moves at incredible speeds on a daily basis. You start with a global, a geopolitical, and an economic view of the world at large. We then run a proprietary quantitative analysis on 3,000 companies. We apply fundamental analysis and due diligence to refine those 3,000 companies down to 100. Technical analysis helps with timing our buy and sell.

 

Out of this, we'll select 45 companies to create our proprietary investment portfolios. The Sidecar account, it's partnered just like the motorcycle, right beside your investment account, personalized specifically for you. So, how we do it, is to take volatility and opportunities and transform those into results.

 

[On screen: Having completed writing out everything, the man stands with a smile and open arms in front of the posters. Above appears "BakerFinancialGroup.com".]

 

[music]

Back to Video
 

As CIBC Wood Gundy Investment Advisors, Baker Financial Group designs portfolios reflecting your specific investment style and goals. Baker Financial Group's Core Strategies combine to create our customized Baker Proprietary Portfolios™. Our exclusive Baker Proprietary Portfolios™ provide you with our expertise and the sophistication of the AMA* portfolio management platform, as well as personalized service and holistic planning.

These portfolios also allow our team to move quickly in constantly changing markets, adjusting your portfolio almost immediately by capitalizing on opportunities to keep your goals on track.

Benefits of Baker Proprietary Portfolios™:

  • Your account will be professionally managed by our discretionary portfolio managers according to your specific needs.

  • You will receive our signature portfolio reviews, reserved solely for clients with Baker Proprietary Portfolios™.
  • Phone calls on every trade are eliminated, relieving you from day-to-day investment decisions. Still, we are always here to advise you.
  • Your portfolio is managed by a team of professionals who have met the most stringent business qualification criteria and industry requirements available.
  • We provide transparent fee-based billing and the potential for tax deductions on investment fees.
  • Your Sidecar account rounds out your Baker Proprietary Portfolio™ to add diversity, personalized specifically for you.

 

Sidecar Account

Your Sidecar account provides the flexibility to adapt your overall investment portfolio to:

  1. Manage cash flow needs

  2. Add potential for return

  3. Add additional income investments

  4. Add growth investments

  5. Diversify internationally

  6. Diversify by investment style

  7. Add alternative asset classes

"Bryan has a holistic view of the market and globally he has his finger on the pulse of the global economic situation."
Mark Eleoff, Business Owner

"The asset allocation mix recommendation Baker Financial Group offers fit with what the finance property committee wanted."
SB, Finance Director, Charitable Foundation

"Baker Financial Group is willing to accommodate within their structure."
Dr. L, Cardiologist and Business Owner

"I was able to customize my portfolio more with Baker Financial Group."
LH, Senior Private Banking Advisor

 
 
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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.