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

Bernard Morin Team

  • Home
  • About us
    • Our Team
    • Our approach
  • Services
    • Portfolio management
    • Planning solutions
    • Insurance
    • Complementary services
  • Market insights
  • Community
  • Contact us

Our approach

Address 2828, Bd Laurier Tower 1, Bureau 1000 Quebec QC, G1V 0B9
Telephone Number (418) 652-8011
Email Email us
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Telephone Number Tel

Our approach

 

Our investment philosophy is based on the belief that to achieve the best results for our clients, we must have quality businesses at the right price, with sustained earnings growth, as well as an excellent payment history and increase in their dividends.

 

Our investment discipline is rigorously applied, regardless of market conditions in order to achieve long-term objectives. Each portfolio benefits from a unique design and is diversified based on many criteria, thus reducing volatility, ensuring appropriate levels of risk, and therefore achieving long-term objectives.

 

Definition of financial risk

✓ The risk of any investment corresponds to the probability of a loss of buying power during the expected holding period.

✓ This approach differs from the general trend that the risk should be defined mainly on the basis of the volatility of financial instruments.

✓ Considering only volatility is a long-term mistake if buying power is not protected.

✓ The focus is therefore on preserving and increasing buying power, not just on reducing volatility.

 

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.