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

R&R Investment Partners

  • Home
  • Our Approach
    • Who Do We Help Best?
    • Financial Blueprint
    • Worry Free Wealth Management
    • Service and Fees
  • Meet the Team
    • Our Team
    • Our Partners
  • Your Legacy
  • Video Library
  • R&R Report Blog + Webinars/ Publications
    • R&R Report Blog
    • Webinars/ Publications
  • Contact Us
 

Disciplined Investing

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Disciplined Investing

We manage your money with the care and purpose it deserves

What makes us special to our clients?

  • We're in tune with their goals and aspirations, both emotionally and financially

  • We're independent, disciplined and fully transparent

What makes our portfolio management unique?

  • We manage eight investment strategies, from conservative to more aggressive, that are unique to R&R Investment Partners.

  • We select the strategy or strategies that fit your investment goals, tolerance for risk, and investment time horizon.

  • Our investment process is disciplined, rigorous, and thoughtful.

  • Because we manage portfolios on your behalf, you are involved in the overall planning, yet have the freedom from day-to-day investing decisions and details.

  • We make it easy for you to monitor your portfolio's success: top-notch quarterly performance reporting and gain/loss summaries for tax reporting.

 

Stock Universe

INITIAL VALUE SCREENING

  • Minimum Market Capitalization
  • Screen for Low P/E, Below Median
  • Screen for Dividends
  • Screen for Dividend Growth

100 Stocks

SECOND EARNINGS SCREENING

  • 5-year Dividend Yield Growing Above Median
  • Sustainable Payout Ratio
  • Positive Earnings Revisions and Surprises

 

20-40 Related Stocks

Portfolio of Top 20-40

Buy-Sell Discipline

 

A note on performance

A note on performance: We are proud of our performance, but will not lead with it. Most investors are frustrated with being enticed with the latest hot fund or latest top-ten stock list. We have no interest in that. Most important financial goals are long-term in nature and require success over that time period. We are happy to discuss how to do that, in detail, and how sound behavior is a large contributing factor. Past strategy performance that is applicable to your risk profile is provided in a full proposal package for prospective clients that go through our six-step wealth management process.

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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.