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

Malloy Investment Group

  • Home
  • Who We Are
    • Our Team
    • Our Approach
  • Who We Help
    • Are We an Ideal Fit For You?
    • Individuals and Families
    • Business Owners and Professionals
  • Services
    • Advisor Managed Accounts
    • Investment Consulting Service
    • Portfolio Partner
    • Products and Services
  • Market insights
  • Community
  • Contact us

Advisor Managed Accounts

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 425-6900
Email Email us
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Advisor Managed Accounts

MIG GROWTH & INCOME MODEL PORTFOLIO

Our Growth & Income Model Portfolio is designed to provide a balanced approach to wealth creation, blending the potential for capital appreciation with reliable income generation. This strategy focuses on identifying high-quality companies with a proven track record of strong growth potential and sustainable, growing dividends.

By targeting businesses that exhibit robust fundamentals, competitive advantages, and disciplined management, the portfolio aims to deliver long-term capital gains while ensuring consistent income through dividends. This dual-focus approach is ideal for investors seeking to grow their wealth over time without compromising the need for regular cash flow.

Our disciplined investment process prioritizes diversification, risk management, and adaptability to changing market conditions. By maintaining a strategic mix of growth-oriented and income-generating assets, we strive to achieve steady performance through varying economic cycles, helping clients stay on track toward their financial goals.

This portfolio is more than just an investment strategy—it’s a comprehensive solution designed to align with your long-term financial objectives, providing peace of mind and the confidence to navigate your financial future.

 

 
 
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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.