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

Pryde Financial Group

  • Home
  • About us
    • Our Difference
    • Our Team
    • Our Process
    • Our Investment Beliefs
  • Who we serve
    • Executives & professionals
    • Business owners
    • Farmers
    • High net worth individuals
    • Women and their wealth
    • Client Testimonials
  • Insights
    • Articles and Reports
    • Videos
  • Community
  • Blog
    • Blog
  • Contact us

Our Investment Beliefs

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (800) 265-5982
Email Email us
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Our Investment Beliefs

  1. The strategic asset allocation (or asset mix) decision is the most important factor in determining investment return and risk over the long-term.

  2. Diversification within and across asset classes is a critical risk management mechanism.

  3. Tactical asset allocation (or market timing) cannot be expected to consistently add value over the long-term.

  4. Equities are best for investors who have a long-term horizon.

  5. Fixed income investments remain an important part of a well-diversified portfolio.

  6. Regular portfolio rebalancing helps maintain an appropriate level of risk exposure.

  7. Where active management is determined not to add value, such as in highly efficient markets, passive management is the default choice.

  8. Costs have a significant impact on long-term results and need to be carefully monitored and controlled to ensure value.

  9. We believe that fees should be transparent.

  10. We believe in regular client audits focusing on fees, performance, and suitability.

 
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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.