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

George Wright

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    • Our team
    • Investment Philosophy & Process
    • Fees & Compensation
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    • Our solutions
    • Advisor Managed Account
    • Performance of Our Strategies
    • Client Servicing
    • Portfolio Management & Overview
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  • Client Communications
  • Contact us
 

Investment Philosophy & Process

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Investment Philosophy & Process:

o Description of the portfolio construction process and investment decision-making processes:

▪ The growth strategy focuses on, but is not limited to, dividend and income generating investments, normally from dividend/distribution-paying stocks or trusts, with a focus on growth at a reasonable price (GARP). The investment process considers a combination of quantitative data and in-house research and third party research. The strategy emphasizes a bottom-up methodology and employing screens to identify suitable companies

▪ The fixed income component seeks to achieve a high level of income and some capital growth with a focus on capital preservation by investing in a combination of Canadian fixed income securities. The objective is to provide income, preserve capital, and reduce portfolio volatility

 

o Any third party sub-advisory on any portfolio or funds proposed?

▪ At times we use mutual funds or exchange traded funds (ETFs) to gain exposure to different areas of the investment universe. They would charge a sub-advisory fee for management and administration.

 

o Historical performance vs. benchmark; expected tracking error if any;

▪ Historical portfolio performance for both our Quality Canadian Growth and Canadian Diversified Income strategy is available at:

https://woodgundyadvisors.cibc.com/george-wright/performance

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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.