• How much risk are you taking with your personal wealth?
• How will your Investment Portfolio react to a stock market correction or sharp increase in interest rates?
• Do you really understand the risk in your portfolio?
• Are you prepared for the Inevitable: a market correction, taxes...?

 

THE REALITY:

• Since 2009 the TSX has increased a cumulative 61.72% in value, the S&P 500 152.70% and MSCI 99.61%.
• Since 2011 The Bond Market has increased 33.4% in value. Note rising interest rates will cause bond prices to decline.
• What economic or social event will be the trigger of the next market correction: The Trump effect, North Korea, a Bank failure...

Can your portfolio and personal wealth withstand a 20%, 30% or larger decline? Do you have a written Investment Plan that can help answer these questions?

Don't repeat past mistakes.

Please contact me for a complimentary second opinion.

 

"CIBC Private Wealth Management" 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 World Markets Inc. and ISI are both Members of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. CIBC Private Wealth Management services are available to qualified individuals. The CIBC logo and "CIBC Private Wealth Management" are registered trademarks of CIBC. This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2017. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

 

Source: Bloomberg. Dec 31, 2009 to May 31, 2017 for equity indices.
Source: FTSE Global Debt Capital Markets. Feb 28, 2011 to May 31, 2017.