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

Leanne Mamchur, CFA, CFP, FMA

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Investment Consulting Service (Firm Approach)

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 476-0161
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Investment Consulting Service (Firm Approach)

Investment Consulting Service (Firm Approach)

 

At CIBC Private Wealth, we use a unique unbiased approach that employs proprietary private investment ideas and experts as well as select best-in-class external talent from around the globe.  We partner with institutional-quality firms who are normally only available to institutional investors. 

The external asset management firms are chosen for inclusion in the portfolio based on rigorous selection criteria and are closely monitored on an ongoing basis.  The addition of these world-class specialists allows us to ensure that your assets are managed thoughtfully and from a diverse perspective.  Collectively our external managers run well over $7 trillion in assets worldwide.

 

Institutional Investment Managers

 

CIBC Global Portfolio Advisory Group - Toronto JPMorgan Asset Mgmt - Canada TD Asset Management - Toronto
Connor, Clark & Lunn - Vancouver, Toronto Guardian Capital - Toronto Barrantagh - Toronto
Beutel Goodman - Toronto Foyston, Gordon & Payne - Toronto, Montreal Franklin Bisset - Calgary
Columbia Mgmt - N.A., Eur., Asia Pacific & Middle East Alliance Bernstein - New York Harding Loevner - New Jersey
Sustainable Growth Advisers - Connecticut Congress Asset Mgmt - Boston Causeway Capital Mgmt - Los Angeles
Federated Investment Counseling - Pittsburgh Davis Advisors - Arizona Kayne Anderson Rudnick - Los Angeles
Mawer - Calgary Lazard Asset Mgmt - London, Hong Kong, Tokyo Pzena Investment Mgmt - NY, MEL, London

Walter Scott & Partners Ltd. - Edinburgh, UK

 Capital Research and Mgmt - Eur., Aus., Asia, AMS

Manulife Investment - Management
Brandes Investment Partners - SG, Ireland, TO, SD

Morgan Stanley - Investment Management

  

 

Institutional investors complete manager searches and select the best in class. Given this well constructed platform, now you (as a private client) have the same ability and can improve your diversification by eliminating the “water cooler effect”.
 
This will create diversity of firm.
 
 
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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.