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The CM Group - CIBC Wood Gundy - Calgary

8220;The CM Group does an excellent job. Personable and professional, the team members keep me apprised of what is happening with my portfolio in a pro-active manner. They make an effort to relate to their clients on a personal level as well, which makes face-to-face meetings pleasant and effective.”. We are a group who sincerely care for the financial well-being of the individuals and companies we serve. Middot; Trademarks and Disclaimers. Middot; Privacy and Security. Middot; Member CIPF.

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The CM Group - CIBC Wood Gundy - Calgary | markets-work.com Reviews

https://markets-work.com

8220;The CM Group does an excellent job. Personable and professional, the team members keep me apprised of what is happening with my portfolio in a pro-active manner. They make an effort to relate to their clients on a personal level as well, which makes face-to-face meetings pleasant and effective.”. We are a group who sincerely care for the financial well-being of the individuals and companies we serve. Middot; Trademarks and Disclaimers. Middot; Privacy and Security. Middot; Member CIPF.

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The CM Group - CIBC Wood Gundy - Calgary · Core Principles

http://markets-work.com/our-services/core-principles

Staying True to Our Beliefs. We use an evidence-based approach. To Investment Management that avoids the common pitfalls of traditional investment approaches. We manage investment portfolios. Based on the following principles:. Over time stock markets have provided excellent returns to long term investors. Asset allocation is the most important risk management decision. Diversification is the investor’s only free lunch. 8211; it provides the opportunity for higher returns with lower volatility (risk).

2

The CM Group - CIBC Wood Gundy - Calgary · Our Services

http://markets-work.com/our-services

Discover What We Do Differently. Client Focus Is Our Priority. We at the CM Group believe that a successful investment experience begins with a clear identification and understanding of goals. Too often investment programs are implemented without connection to specific goals. Resulting in portfolios that are either unnecessarily risky or unduly conservative. Why do so many investment portfolios look the same, while the individuals holding those portfolios. Has evolved over the last several decades. Middo...

3

The CM Group - CIBC Wood Gundy - Calgary · Core Principles

http://markets-work.com/core-principles

Staying True to Our Beliefs. We use an evidence-based approach. To Investment Management that avoids the common pitfalls of traditional investment approaches. We manage investment portfolios. Based on the following principles:. Over time stock markets have provided excellent returns to long term investors. Asset allocation is the most important risk management decision. Diversification is the investor’s only free lunch. 8211; it provides the opportunity for higher returns with lower volatility (risk).

4

The CM Group - CIBC Wood Gundy - Calgary · Investment Websites

http://markets-work.com/investment-websites

We also provide you with access to investment websites that, we believe, can add an important extra dimension to your knowledge of the investment landscape including:. 8211; Helping investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. 8211; A premier site for business and financial market news. Bloomberg delivers world economic news, stock futures, stock quotes, and personal finance advice. Middot; Trademarks and Disclaimers.

5

The CM Group - CIBC Wood Gundy - Calgary · Our Team

http://markets-work.com/our-team

Meet Our Team of Talented Individuals. Is a leading Canadian-based global financial institution with a market capitalization of $41 billion. Through our three major businesses, Retail and Business Banking, Wealth Management and Wholesale Banking, CIBC provides a full range of financial products and services. To 11 million clients in Canada and around the world. CIBC began as the Canadian Bank of Commerce. In 1867 and merged with the Imperial Bank of Canada in 1961. First Vice-President, Investment Advisor.

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The CM Group - CIBC Wood Gundy - Calgary

8220;The CM Group does an excellent job. Personable and professional, the team members keep me apprised of what is happening with my portfolio in a pro-active manner. They make an effort to relate to their clients on a personal level as well, which makes face-to-face meetings pleasant and effective.”. We are a group who sincerely care for the financial well-being of the individuals and companies we serve. Middot; Trademarks and Disclaimers. Middot; Privacy and Security. Middot; Member CIPF.

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