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

Solinvest.ca

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Institutional Asset Management

Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (877) 331-5122
Email Email us
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Community-based Credit Unions and Municipalities

The Solinvest Advantage for Institutional Fixed Income

Solinvest Partners with credit unions, municipalities, and community-based institutions across British Columbia to deliver thoughtful fixed-income management and long-term financial stewardship. Our approach combines disciplined processes, transparent communication, and a genuine understanding of the needs of local organizations. 

How We Support Your Organization

Bi-Weekly Capital Market Brief

Clear, relevant insights without lengthy research reports 

    Regulatory Meeting Preparation

    Support for key employees and board members

      Policy & Risk Statement Guidance

      Thoughtful input on investment and lending policy evolution

        Regulatory Inquiry Support

        Drafted responses for clarity and consistency

          Tailored Structured Investments

          Built to match your economic view and risk priorities

            Duration and Risk Management

            Aligned with income, liquidity, and liability needs

              Streamlined Reporting

              Thoughtful position sizing to reduce admin workload and increase reporting efficiency

                Direct Engagement with Leadership

                Collaboration with boards, risk managers and committees 

                   

                  Why Credit Unions Choose Solinvest

                  Credit Unions choose Solinvest for a personalized, disciplined approach built to support organizations with unique regulatory and balance sheet needs. 

                  Tailored Portfolios

                  No Pooled Structures - each credit union receives its own mandate built around its liquidity, duration, and regulatory needs

                  Direct Support for Leadership

                  Collaboration with boards, risk managers, and key executives. 

                    Experience that Fits Your Scale

                    Specialized support for institutions under $2B in assets, backed by CIBC's full fixed-income capabilities.

                    Support for Key Managers and Committees

                    • Regulator Meeting Preparation
                    • Portfolio and Policy Reviews 
                    • Responses to Inquiries 
                    • Board Presentations
                    • Bi-weekly Capital Market Updates 
                    • Strategic Conversations on Demand

                    Managing Excess Capital and MLPs

                    We manage excess capital and mandatory liquidity pools with precision and alignment to your regulated guidelines, focusing on clarity, risk discipline, and operational efficiency. 

                    • Investment Policy Aligned to Regulatory Risk Framework 
                    • Liability Matching when Required 
                    • Spread and Yield Optimization 
                    • Individual Security Selection to Reduce Reporting Volume

                    Backed by CIBC Capital Markets

                    Through CIBC Capital Markets, our institutional clients benefit from one of the largest bond desks in Canada, with deep expertise, broad inventory, competitive pricing, and structures product capability - all delivered through a personalized relationship with the Solinvest team. 

                     

                    Ready to explore whether our approach is the right fit for your institution?

                    We welcome the opportunity to speak with your leadership team to learn more about your priorities.

                    Start the conversation

                     
                     
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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.