Our investment management approach

Exclusive to CIBC Wood Gundy clients

Your CIBC Wood Gundy Investment Advisor has direct access to investment experts in equities, fixed income, economics and portfolio strategy.

Proprietary multi-disciplined approach

To create a unique approach to help manage volatility and seek investment opportunities, we leverage fundamental, technical, and quantitative perspectives.

Enhanced portfolio construction

To ensure the best ideas are reflected, our portfolio construction avoids overdiversifying by investing in a maximum of 40 equity holdings.

Highly experienced management team 

Spanning decades of industry experience, our team members are multi-disciplinary subject matter experts.  

Explore our suite of CIBC Private Wealth Pools

Prices and performance

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Reporting and governance

Access the latest regulatory documents, such as fund facts, prospectuses, financial statements, management reports of fund performance and more.