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

The Jackson Group

  • Home
  • Who We Are
    • Our Story
    • Our Team
    • Our Extended Team
    • Our Process
    • Service Map
    • Testimonials
  • Early Retirement
    • Integrated Planning
    • Pensions and Benefits
    • Retirement Packages
    • Partial Retirement
    • Tax Strategy
  • Wealth Management
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Risk Management
    • Estate Planning
  • Education
    • Special Reports
    • Discovery Course
    • Market Updates
  • Contact us
  • Blog

Investment Management

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7643
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Investment Management

Wealth Management > Investment Management

Live Your Life While Your Wealth Grows

When your portfolio is built according to the needs and goals of your financial plan, it can also be made to adapt to the changes in your life. But when it's your investment performance that dictates which wealth goals are possible, your financial well-being starts to rise and fall with the markets.

Our objective is to build portfolios that can weather all markets and adapt to your life as it shifts. With your financial or retirement plan in place and your lifestyle and cash flow goals defined, we can make our selections, allocations and recommendations according to those needs. We then initiate a diligent monitoring, reporting and updating process in order to keep your investments in line with your goals.

Our investment management offering includes:

☑ Asset allocation diversified through cash, fixed income, stocks, ETFs and mutual funds

☑ Canadian, U.S. and international securities

☑ Vast inventory of fixed-income and money market instruments, such as T-bills, GICs, government bonds and corporate bonds

☑ Multi-currency accounts

☑ Investment Consulting Service™: Canada's leading separately-managed account program, which offers access to proven investment managers from around the world

 
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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.