Casra Mohammedrezai
We are dedicated to empowering our clients to achieve lasting financial security through a disciplined and personalized approach to investment management. Understanding that each client’s financial situation is unique, we craft strategies tailored to their specific goals, helping ensure that your wealth is both preserved and grown over time.
Our investment process is rooted in a comprehensive approach that blends our own expertise with the specialized knowledge of some of the top asset managers from around the world. Our strategic partnerships with leading global asset managers provide our clients with access to exclusive investment opportunities that are often out of reach for individual investors. By integrating a broad spectrum of investment opportunities, from traditional asset classes to alternative investments such as various Hedge Funds, Private Credit, Private Debt, and Real Estate Investment Trusts (REITs), we deliver a well-rounded and resilient portfolio designed to thrive in various market conditions.
We achieve balanced levels of diversification offering multiple layers of protection and growth potential. This method is designed to not only manage risk but also to capitalize on opportunities in any market environment. We are committed to looking beyond the regular scope of solutions that serve our clients’ specific needs and circumstances. With the use of alternative investments, we aim to build portfolios that are robust, dynamic, and positioned for long-term success.
In today's diverse financial landscape, choosing the right investment strategy is crucial for achieving your financial goals. Our team leverages the use of external portfolio managers through our rigorous due diligence process that were once only available to large institutions, foundations, and endowments. Below are a few core strategies from a wide array of offerings at CIBC Wood Gundy that allows us to meet your unique needs.
Equites
US Core Equity
Canadian Growth
Global Small Cap
International Equity
Sector Specific Equities
Income
Corporate Debt
Canadian Debt
High-yield Strategies
Global Credit
Treasury Bonds
Structured Notes
Alternatives
Private Equity
Private Credit
Hedge Funds
Private Real Estate Investment Trusts (REITs)
