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

Danisi Financial Group

  • HOME
  • WHO WE ARE
    • Our Team
    • Our Value Proposition
    • Our Process
    • The Network Effect
    • Our Client Commitments
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Not-For-Profits & Foundations
  • HOW WE HELP
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Insurance
    • Estate & Tax Planning
  • OUR OFFERING
    • Products
    • Services
  • MARKET INSIGHTS
  • CONTACT US

Investment Management

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 282-6857
Email Email us
Email Email
Telephone Number Tel

Investment Management

Our Investment Principles

Risk-Centric Approach: Our core belief is that investment management is not solely about maximizing returns; it's about managing risks effectively. Successful long-term investing is a challenging endeavor, as investors often feel the impact of losses more profoundly than the joy of gains.

 

Critical Role of Asset Allocation: We firmly assert that the most pivotal factor in achieving long-term financial success is the appropriate allocation of assets within a client's portfolio.

 

Emphasis on Long-Term Holdings: We advocate for a focus on medium-to-long-term investment horizons over short-term trading strategies. Whenever feasible, we recommend minimizing trading activities. Short-term market fluctuations and volatility are essential components for cultivating long-term gains, which require time to mature.

 

Balanced Approach to Management: Our philosophy encompasses a balanced perspective, recognizing the value of both passive and active management strategies within a portfolio. When applied correctly, factors such as value and momentum can effectively mitigate risk and enhance returns beyond broad market performance.

 

Collaborative Decision-Making: We firmly believe that ongoing debate and discussion among our portfolio management team yield superior risk management and performance outcomes compared to relying solely on a single decision-maker with limited external input.

 

Acknowledgment of Imperfection: We acknowledge that investment decisions are not infallible, and we anticipate making occasional mistakes. However, our focus is on minimizing the impact of these errors.

 

Comprehensive Risk Management: Our approach involves a meticulous balance of risks, costs, and tax considerations in the development and implementation of long-term investment strategies.

 

Embracing Technological Advancements: While we recognize the rapid advancements in financial technology, we view these innovations as tools to enhance our efficiency and service quality. However, we firmly believe that the human touch in wealth management is irreplaceable.

 
 
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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.