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

Solomon Wealth Management Group

  • Home
  • About Us
    • Success That Feels Like Success
    • DRIP Process
    • Our Team
    • Blog
  • Business Owners
    • Trust And Structure
    • Benefits And Corporate Insurance
    • Succession
    • Tax Efficiency
  • Retirement And Family Wealth
    • Retirement And Income Planning
    • Family Wealth Planning
    • Protection And Preservation
    • Tax And Estate
    • Philanthropy
  • Contact us

DRIP Process

 Disciplined Research Investment Process (DRIP)

OUR PROCESS

D.R.I.P FRAMEWORK 

Our Disciplined Research Investment Process (D.R.I.P) is our purpose built wealth management framework - a repeatable process for managing wealth.

Founded on discipline - Grounded in research and Driven by data - designed to remove guesswork and emotion from investing, so you can remain confidently invested through every market cycle knowing your wealth is managed with discipline and intention. 

D.R.I.P  puts you at the center of every decision and structured around four key pillars:

Child playing in a field
Family in a workshop
Family on a beach
Grandfather and grandchildren

D - Discovery

R - Research

I - Invest

P - Progress

We start with what matters to you. Your goals, your family, your timeline. Every investment decision traces back to a deep understanding of your life — not a model portfolio.

Every position is earned through rigorous analysis. We study fundamentals, assess risk, and stress-test assumptions before a single dollar is deployed. Data over trends. Conviction over consensus.

We construct purpose-built portfolios aligned with your plan. Thoughtful asset selection, disciplined entry points, and built-in downside protection.

We measure success by outcomes that matter to you. Regular reviews, transparent reporting, and a steady hand that ensures your wealth stays aligned with your evolving future.

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Investment Philosophy

We understand that building wealth is only half the battle - keeping it, is another matter - that takes discipline, smart investment selection and thoughtful planning, giving you the peace of mind that comes from having the right plan in place and right team beside you.

At the heart of our approach is a deep commitment to protecting and growing your wealth while prioritizing capital preservation, tax efficiency, and risk management.

Our disciplined investment selection process begins with the big picture - grounded in research, driven by data, and structured around your goals. It defines how we select investments, rebalance portfolios, when to take profits and ensure we make decisive adjustment based on data, no emotion.

Two women looking out a window
Tablet with charts on it
Office building
Tablet

Macro Orientation

Deep Fundamental Research

Investment selection

Active Monitoring & Rebalancing

We assess macroeconomic conditions, interest rate environments, and geopolitical factors to set the strategic backdrop for all allocation decisions.

We conduct in-depth research on every holding — focusing on financial strength, earnings quality, and the track record of the management team.

Smart investment selection best suited to achieving your goals, risk profile and liquidity requirements.

Every position is continuously reviewed against its original investment thesis.

 
 
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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.