CIBC Private Investment Counsel takes a comprehensive approach to investment management, centred on your needs and goals. Your Investment Counsellor will look at your wealth in its entirety, including your assets and liabilities, your personal and business wealth, your short-term and long-term needs and how you want your wealth to benefit others during your lifetime and afterwards. We may also consult your other advisors to ensure that we have a complete understanding of your situation. This approach enables us to create solutions that work on their own and also in relation to your other financial strategies.

Your situation and goals are unique; we believe your investment strategy should be too. Each portfolio is tailored to the individual client. Your customized investment strategy and the guidelines and constraints under which your assets are managed are set out in your Investment Policy Statement. The Investment Policy Statement then provides the discipline and focus to our process so that we can manage your portfolio according to your desires.

To find out more about our approach to managing individually tailored portfolios, please contact one of our Investment Counsellors at CIBC Private Investment Counsel.

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