Taking your relationship to the next level
I am a qualified CIBC Wood Gundy Portfolio Manager who personally designs portfolios reflecting various investment styles for the exclusive use of my clients.
The Portfolio Manager designation requires the successful completion of industry courses, a number of years of experience in the industry, and registration with the Investment Dealers Association. In addition to these requirements, CIBC Wood Gundy has its own standards for Portfolio Managers.
As your Investment Advisor and a qualified Portfolio Manager, I will work with you to select the portfolio that fits your needs - according to your investment goals, risk tolerance and time horizon.
The Advisor Managed Account gives you the expertise of CIBC Wood Gundy’s portfolio services, personalized service and freedom from day-to-day investing decisions. This is an investment solution that connects you directly to an expert you already have a relationship with, who can manage your portfolio on a daily basis.
To make sure you are kept up to date on the progress of your portfolio, CIBC Wood Gundy prepares top quality Quarterly Portfolio Reviews created for holders of the Advisor Managed Account. These reviews detail your personal investment holdings, which are not pooled with other investors. We also provide comprehensive year-end tax reporting.
portfolio management services
North American Yield
Our core strategy ~ The portfolio seeks to provide sustainable yield and capital appreciation by investing in a diversified portfolio (equities, fixed income, and cash) of Canadian and U.S. companies using a rigorous multi-disciplined approach.
US Dividend Growth
The portfolio seeks to achieve medium to long term growth of capital and income by investing in U.S. dividend paying equities, using a multi-discipline active approach incorporating fundamental, technical and quantitative analysis.
North American Growth
The portfolio seeks to provide sustainable yield and capital appreciation by investing in a diversified portfolio of Canadian and U.S. companies, using a rigorous multi-disciplined active investment management process, incorporating aspects of fundamental, technical and quantitative analysis.