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

Shannon Cowan, CFA, CIM, BA (Hons) Economics

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Our services

Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (705) 740-2225
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OUR SERVICES

Discover What We Do Differently

While we focus on portfolio creation and portfolio management we – and our extended team of specialist financial, tax, and wealth advisors operating within CIBC Wood Gundy – are equipped to advise you about a wide range of other important issues, including:

  • Financial Planning
  • Insurance Strategy
  • Legacy Creation
  • Tax Minimization
  • Will, Estate & Retirement Planning
  • Inter-Generational Wealth Transfer

We believe that all these issues are connected. No comprehensive total wealth management strategy can afford to ignore them.

Our Four-Part Investment Process

While not a necessary part of the advisory process for all our clients, those who prefer us to make day-to-day investment decisions on their behalf (see Discretionary Portfolio Management below) help us to develop a personal Investment Policy Statement (IPS).

Carefully designed to establish the guidelines supporting their individual investment strategy, an IPS provides a framework for disciplined decision making – helping our clients avoid emotional reactions to short-term market volatility.

1. Develop a formal Investment Policy Statement.

2. Determine your asset allocation (cash, bonds, stocks).

3. Portfolio construction and implementation.

4. Objective monitoring and re-balancing.

Discretionary Portfolio Management

Increasing numbers of our clients enjoy the ease and convenience of Discretionary Portfolio Management. Shannon Cowan will be happy to discuss this unique account with you personally.

 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.