One size doesn't fit all - because it simply doesn't. While a core mix of passive funds can be a straightforward and cost-effective way to invest, it isn't the only way.

The Tactical Growth Strategy, offered through CIBC’s Advisor Managed Account (AMA) Program, is managed by Scott Sheppard, B.Comm, CIM®, CFP® of the Priddle & Sheppard Investment Group. Exclusive to our clients, the goal of this strategy is to outperform passive benchmark through a disciplined, multi-faceted management approach.

Unlike traditional institutional mandates, the Tactical Growth Strategy reflects the way Scott invests his own money - active, concentrated, and nimble. With discretion to hold a focused basket of securities, shift to cash when needed, and access alternative asset classes, the strategy offers flexibility that passive investing simply cannot.

For clients, it's the ideal way to stay active in the markets without have to manage it themselves.  

To explore the Tactical Growth Strategy in more detail - including descriptions, performance history, and holdings - please see the Portfolio's Quarterly Fact Sheet or contact us directly to learn more about becoming a client.