The Solomon Difference

As partners of CIBC Private Wealth, we are backed by deep research capabilities, institutional-grade risk management, and access to the firm’s investment platforms. This partnership ensures every strategy we design is supported by the scale and stability of a leading bank, giving our clients confidence that their wealth is anchored in strength.

Where we add our distinctive edge: we take this institutional firepower and infuse our own independent thinking—customizing every portfolio to reflect your specific risk tolerance, family dynamics, time horizon, and life priorities. While CIBC provides the research foundation, we craft the final allocations, blending their blue-chip insights with our behavioral wisdom and discretionary artistry. This fusion delivers personalized portfolios: institutional rigor meets bespoke precision. The result? Greater outcomes with the peace of mind of a powerhouse behind your truly one-of-a-kind plan.

Where we add our distinctive edge: we take this institutional firepower and infuse our own independent thinking—customizing every portfolio to reflect your specific risk tolerance, family dynamics, time horizon, and life priorities. While CIBC provides the research foundation, we craft the final allocations, blending their blue-chip insights with our behavioral wisdom and discretionary artistry. This fusion delivers the most personalized portfolios possible: institutional rigor meets bespoke precision for results no template can match. The result? Superior outcomes with the peace of mind of a powerhouse behind your truly one-of-a-kind plan.

Beyond the strategy lies the experience—how it feels to have your wealth managed with precision, empathy, and calm. Here’s how that partnership takes shape:

• Your pace, our precision: We map out a clear strategy that bends with your reality—new goals, market twists, life shifts. It stays fresh and focused, so your wealth always fits where you are.
• Daily decisions, your freedom: As discretionary managers, we own the details—trades, rebalancing, noise filtering—so you skip the stress and reclaim your time for what lights you up.
• Discipline over distraction: Rather than chasing headlines, we’re guided by research and proven experience—maintaining the discipline that keeps your strategy focused through every market turn.
• One seamless world for you: No siloed advice: we weave investing, planning, and your bigger picture into one fluid approach—deep resources, zero fragmentation.