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

Travis Flemming Weyman Advisory Group

  • Home
  • About us
  • Wealth management
    • Our wealth management process
    • Our investment philosophy
    • Our strategies
  • Services
  • Market insights
  • Community
  • Contact us

Our investment philosophy

Address 15 Market Square Suite 702 Saint John NB, E2L 1E8
Telephone Number (506) 634-1220
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Our investment philosophy

We believe that a core portfolio should be strategically diversified across different market areas, should be fundamentally strong, and should produce cash flow to the portfolio. Each of these are critical aspects to managing wealth for our clients. Each individual client portfolio is designed to weather the constant volatility of the markets and is supported by a disciplined framework we use to make good investment decisions. To enhance returns a prescribed percentage of a client's investable assets is allocated to sectors of the market where opportunities for growth are deemed prudent, relative to each client's profile.

Customized Investment Portfolios

Our team offers customized investment portfolios to suit your individual needs. With advice and ongoing recommendations from our team you are involved in building and administering the portfolio.
 

Fixed income: One of our core competencies is our expertise in fixed income. By purchasing individual fixed income securities such as bonds, preferred shares, guaranteed investment certificates (GICs) and debentures, we are able to customize your fixed income investments to match your income needs and tax situation.
 

Equities: CIBC's Investment Strategy Committee is an important resource to our team and clients. This team of experts includes economists, portfolio strategists and analysts. The Committee continuously provides recommendations on individual equities as well as portfolio asset allocation, which serves as an additional laywer of risk management in your portfolio.
 

Fee-based or transactional platforms: Depending on your needs, we can offer you both platforms. Through CIBC Wood Gundy's Portfolio Partner Program, the fee-based approach eliminates transactional commissions with a flat annual fee as a percentage of your investment assets. This fee is tax-deductible in non-registered accounts.
 

Research: In addition to CIBC's Investment Strategy Committee, the team also utilizes numerous third party research providers to provide our clients with unbiased and objective investment recommendations.

Professional Third Party Investment Management

This approach brings to bear the best institutional money managers to administer your portfolio. The Team can customize managed investment strategies that meet your needs. All managed strategies are offered on a fee-based platform, eliminating transactional commissions in the administration of your portfolio.

CIBC Wood Gundy's Investment Consulting Service (ICS) offers the largest selection of third party managers in Canada and is tailored to suit the investment needs of affluent investors who do not wish to be involved in day-to-day investment decisions.
The team offers mutual funds as part of its portfolios. Each fund recommended goes through rigorous due diligence and is monitored to ensure quality control in your portfolio.

 

  • Economists 
  • Strategies                                                                 John L. Travis
  • CIBC Investment Committee           ----->     Jonathan A. Flemming      ----->    Your Portfolio 
  • Third Party Research                                            David E. Weyman
  • CIBC Analysts

 

 

 

 

 
 
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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.