Jake Brumby
Our integrated approach is built around four key pillars. It all starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services.
Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.
Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.
Access specialized expertise to structure, preserve and optimize your wealth.
Access solutions for some of life's most significant decisions and shape your lasting legacy.
Portfolio management is built on a personalized approach to investing that aligns your portfolio with your unique goals, supported by active oversight, thoughtful asset allocation and sound risk management. With professional guidance, ongoing communication and a focus on long-term, risk-adjusted returns, we help preserve capital, manage day-to-day investment decisions and keep your portfolio aligned to your objectives over time.
Our team specializes in personalized investment strategies for all clients. We use structured portfolios with a disciplined investment process and sound risk management strategies with the goal of consistent long-term performance.
Imagine being free from the concerns and ongoing decisions that come with managing your investments. With more time, you can concentrate on what matters most to you. With a CIBC Wood Gundy Advisor Managed Account, you engage a professional to take care of your wealth. You work with a portfolio manager to create a customized portfolio of investments based on your unique needs. Then you delegate the day-to-day decisions to your portfolio manager. This is discretionary money management and it is how you choose freedom.
The cornerstone of our investment style is to endeavor to provide risk-adjusted returns while maintaining preservation of capital as a top priority. Managing downside risk is a critical component of delivering investment performance over the long-term, and can be achieved through diversification, asset allocation and discipline.
Successful investing is more than just a series of transactions. It is focused active management. That's why fee-based programs do not charge transaction fees every time a trade is made. Participation in a fee-based investment program concentrates the investment decision on its own merits. Paying an annual fee (monthly or quarterly), instead of commissions on every transaction, grants you the freedom to pursue your investment strategy without being concerned with individual transaction costs on every trade.
As a holder of the Chartered Financial Analyst® (CFA®) designation, Jake designs model client portfolios with the same methodologies and discipline as institutional investors and pension funds. This is accomplished through intelligent listening, constant open communication and ensuring that your portfolio remains closely aligned to your objectives over time.
