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

Leanne Mamchur, CFA, CFP, FMA

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Delegation & Separation

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 476-0161
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Delegation and Separation

Delegation and Separation
 
With professional delegation of the day to day investment decisions, you will free yourself from the stress and work of handling this area of your life.  Your portfolio will be discretionarily managed, and I will have a fiduciary duty to you, legally setting a higher standard of care.
 
Many times the media inundates us with stories of doom and gloom, especially when it comes to the markets.  By separating yourself from the nitty gritty, you will separate your emotional response towards your investments and thereby your probability of reacting at inopportune times diminishes.
 
This separation works to enhance your long-term success by reducing natural human tendencies and knee jerk reactions.
 
Communication will be key and I welcome any and all questions.
 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.