Value Pillar

What we do

Results for you

Financial planning with our CIBC partners

Cash flow modeling, project scenarios, retirement withdrawals, liquidity planning

Decisions aligned with your goals, fewer surprises, and better resilience

Asset Class Selection and Allocation

Defining strategic and tactical allocation suited to your risk profile, diversification, and concentration management

A more robust portfolio, better matched to your risk tolerance and investment horizons

Investment Selection

Due diligence, cost and transparency, suitability to mandate and tax constraints

Higher quality positions and improved cost/performance efficiency

Systematic Rebalancing

Clear rebalancing rules and disciplined execution

Maintains your target risk/return profile, captures diversification premiums

Tax Management

Tax-efficient investing, optimizing losses and gains, asset location, effective withdrawals

Improved after-tax returns, reduced tax footprint