Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • About us
    • Our Team
    • Community
    • Contact us
  • Family Wealth Advisory
    • Total Wealth Management
  • Multi-Asset Class Portfolio Strategy
    • Investment Policy
    • Portfolio Construction
    • Colling Group Managed Strategies
    • Alternative Investments
    • Responsible Investing
  • Wealthview Podcast
  • Colling Group Insights
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Colling Group

  • Home
  • About us
    • Our Team
    • Community
    • Contact us
  • Family Wealth Advisory
    • Total Wealth Management
  • Multi-Asset Class Portfolio Strategy
    • Investment Policy
    • Portfolio Construction
    • Colling Group Managed Strategies
    • Alternative Investments
    • Responsible Investing
  • Wealthview Podcast
  • Colling Group Insights

Investment Policy

Address 200 King Street West Suite 1807 Toronto ON, M5H 3T4
Telephone Number (416) 594-8855
Email Email us
Email Email
Telephone Number Tel

Investment Policy

An Investment Policy Statement (IPS) is an important document that is developed for each client and outlines the specific process that determines how your portfolio is managed. An IPS describes the strategies the Colling Group will use to achieve your goals and sets specific parameters that govern asset allocation and risk management, as well as how we measure performance and the frequency of our reviews.

 

An icon showing an arrow hitting the center of a target.
 
Understanding Your Goals

Together, we define your needs, goals and risk tolerance.

An icon showing blueprints and plans.
 
Creating a Plan

We determine the appropriate asset mix to help you achieve your objectives.

An icon showing a whiteboard with a graph and text.
 
Crafting Your Portfolio

We identify the specific investments that align with your needs. Every portfolio is tailor-made for each client, from our private managed strategies, special products and best-in-class 3rd party managers.

An icon showing arrows forming around a gear.
 
Staying on Course

We assess performance and asset mix on a regular basis. We make changes, rebalance regularly, and refine your portfolio as needed to help you stay on track. 

 

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 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.