So you can focus on the other important aspects of your life…

Discretionary Portfolio Management does all of the heavy lifting and daily investment management. Once we blueprint your investment objectives and design your Investment Policy Statement, you can sit back and collect your quarterly returns.

Financial Planning for your entire family

Sure, we love to manage investments, but that doesn’t happen without financial planning! Every Olympic athlete attended the games only after years of preparation and a well-executed strategy.

We also understand that your family members play a vital role in your dreams and lifelong aspirations. That is why we include them either directly within your own plan, or separately, with a financial plan of their own.   Download our fillable Budget Worksheet.

Investment Policy Statement & Client Binder

Each of our clients has unique financial purposes and motivations. To ensure that we understand you and your family, we develop an Investment Policy Statement (IPS) in our initial meetings. This written document outlines your financial goals and expectations, as well as the portfolio guidelines and constraints. We provide you with a zippered leatherette binder to keep your IPS, quarterly portfolio reviews, financial plans, and other important financial documents in an easy to manage format.

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.