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

Madams Advisory Group

  • Home
  • About us
    • Our team
    • Our partners
  • Why us
    • Our values
    • Our process
    • Client case studies
    • Testimonials
  • Portfolios
  • Market insights
    • Market viewpoint
    • Video
  • Resources
    • When to Consider a Wealth Management Team
    • Financial Steps to Consider During Divorce
    • A Guide to Planning
  • Contact us

Portfolios

Address 1 Lombard Place 20th Floor, Suite 2000 Winnipeg MB, R3B 3N9
Telephone Number (204) 946-9841
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Personalized to you

Taking your relationship to the next level

“There are many qualified Portfolio Managers worldwide that can manage your money — but finding one you know and trust narrows your options considerably. That’s why CIBC Wood Gundy offers a personalized portfolio service called the Advisor Managed Account.”

— Scott Madams

TRUST IN SCOTT

I am a qualified CIBC Wood Gundy Portfolio Manager who personally designs portfolios reflecting various investment styles for the exclusive use of my clients.
 

CONTACT SCOTT

The Portfolio Manager designation requires the successful completion of industry courses, a number of years of experience in the industry, and registration with the Investment Dealers Association. In addition to these requirements, CIBC Wood Gundy has its own standards for Portfolio Managers. As your Investment Advisor and a qualified Portfolio Manager, I will work with you to select the portfolio that fits your needs - according to your investment goals, risk tolerance and time horizon.

The Advisor Managed Account gives you the expertise of CIBC Wood Gundy’s portfolio services, personalized service and freedom from day-to-day investing decisions. This is an investment solution that connects you directly to an expert you already have a relationship with, who can manage your portfolio on a daily basis.

To make sure you are kept up to date on the progress of your portfolio, CIBC Wood Gundy prepares top quality Quarterly Portfolio Reviews created for holders of the Advisor Managed Account. These reviews detail your personal investment holdings, which are not pooled with other investors. We also provide comprehensive year-end tax reporting.

 

 
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NORTH AMERICAN YIELD

Our Core Strategy - The portfolio seeks to provide sustainable yield and capital appreciation by investing in a diversified portfolio (equities, fixed income, and cash) of Canadian and U.S. companies using a rigorous multi-disciplined approach.

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US DIVIDEND GROWTH

The portfolio seeks to achieve medium to long term growth of capital and income by investing in U.S. dividend paying equities, using a multi-discipline active approach incorporating fundamental, technical and quantitative analysis.

STRATEGY SHEET
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NORTH AMERICAN GROWTH

The portfolio seeks to provide sustainable yield and capital appreciation by investing in a diversified portfolio of Canadian and U.S. companies, using a rigorous multi-disciplined active investment management process, incorporating aspects of fundamental, technical and quantitative analysis.

STRATEGY SHEET
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CANADIAN DIVIDEND GROWTH

The portfolio seeks to provide sustainable yield and medium to long term growth of capital by investing in Canadian medium to large cap equities using a rigorous multi-disciplined active management process, incorporating aspects of fundamental, technical and quantitative analysis.

STRATEGY SHEET
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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.