Investment strategy

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Investment Strategy

As your investment partners, we will recommend the most appropriate asset allocation and security selection for you to optimize your returns while managing risk.

Pairing our own experience and expertise with the research and resources of CIBC, we continually source an unparalleled selection of global securities, so that you will have access to a full spectrum of investments and a well-rounded portfolio.

The Cohn Wealth Management group offers access to the top institutional third-party managers from Canada, The U.S. and around the world. The multi-Manager approach to portfolio management is a corner stone of a risk-adjusted, diversified portfolio.

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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.