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

The CM Group

  • Home
  • Our Philosophy
    • Evidence Based
    • Core Principles
    • Evolution Of Advice
  • Your Journey
    • Discover What We Do Differently
    • Planning
    • Testimonials
  • Free Lunch Podcast
  • Our Team
    • CM Group
    • Team Overview
    • History Of CIBC Wood Gundy
  • Resources
    • Newsletters
    • Presentations
    • Quarterly Market Updates
    • Blog
  • Contact
 

Discover What We Do Differently

Discover What We Do Differently

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Discover What We Do Differently

 

Client Focus Is Our Priority.

We at the CM Group believe that a successful investment experience begins with a clear identification and understanding of goals.  Too often investment programs are implemented without connection to specific goals, resulting in portfolios that are either unnecessarily risky or unduly conservative.  Why do so many investment portfolios look the same, while the individuals holding those portfolios have vastly different personalities, needs and goals?

We establish a schedule for monitoring and “checking in” to ensure that we are on track to achieving goals and to make course corrections as necessary based on market or other factors.

Investment management has evolved over the last several decades.  The role of the Investment Advisor is no longer to recommend individual stocks to buy and sell – the information age has ensured that all public information about a specific company is instantaneously available to thousands of investment analysts and millions of investors.  Any opportunity to gain an advantage through superior information has long since passed.  The role of the Advisor, as discussed above, is to gain superior knowledge about their Clients, thereby allowing them to offer true value by delivering investment outcomes linked to real goals.  This is the approach of the CM Group.

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.