Investments

The Advantages of Dividend Growth Investing and our Equity Income Strategy

Gordon Scott, CFA
January 25, 2018

Our proprietary Equity Income Strategy, with a focus on total return, invests in high-quality securities that exhibit dividend growth at a rate greater than the market.
Investments

CIBC Atlantic Trust 2018 Investment Outlook

Dave Donabedian, CFA
January 22, 2018

As we begin the new year, we are encouraged that secular stagnation - the extended period of slow growth we have been experiencing - has finally given way to accelerated growth and a synchronized global economic expansion.
Investments

International Update – December

Matt Scherer, CFA
January 19, 2018

The MSCI All Cap World Index ex USA, which tracks both developed and emerging markets, was up 2.2% in December and finished up 27.2% for the year. This year also marked the first time since 2012 that the MSCI All Cap World Index ex USA outperformed the domestic S&P 500 Index.
Wealth Strategies

A Pre-Wedding Meeting with a Financial Advisor Can Smooth the Path to Marital Bliss

Ryan Christine Coulson
January 11, 2018

Choosing a venue, making the guest list, ordering the flowers—these are all essential tasks for the happy couple. But there’s another important undertaking that no couple can afford to neglect, and that’s getting the financial house in order.
Investments

The Multi-Manager Investment Program Advantage: Global Expertise to Complement Our Core Offerings

Mark Zarella
January 09, 2018

Our Multi-Manager Investment Program (MMIP) provides access to institutional-quality investment managers with strong, risk-adjusted returns across the full range of asset classes.
Investments

Disciplined Equity Strategy Designed to Capture Quality: The Factors that Underpin Success

Brant Houston, CFA
December 21, 2017

There are both company-specific factors as well as unique characteristics of our investment process involved in developing our Disciplined Equity Strategy.
Investments

Disciplined Equity Strategy Designed to Capture Quality

Brant Houston, CFA
December 19, 2017

Discipline is one of the most important factors in successful investing, as discipline is what keeps an investment manager focused on the characteristics of a high quality investment.
Firm News

Talking Innovation with Futurist Jack Uldrich

Carolyn Donnelly
December 15, 2017

We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees.
December 2017

December 2017 Employment Report: Waiting For Wages

Matt Scherer, CFA
December 15, 2017

If ever there was a time to describe employment numbers as “benign,” then this is it. Total nonfarm payrolls reported last Friday were solid and exceeded the Bloomberg consensus payroll estimate of leading economists.
Investments

FOMC Raises Rates

Gary Pzegeo, CFA
December 14, 2017

The FOMC raised the target range for the federal funds rate by 0.25% to 1.25% - 1.50%. Fed officials have been signaling a willingness to raise rates at this meeting for some time and markets were prepared for the move.
Investments

Residential Housing Market Outlook Remains Positive

Bryan Reilly
November 30, 2017

In “The Big Short,” a film based on Michael Lewis’ best-selling book about Wall Street’s role in the credit and housing bubble collapse of the mid-2000s, there was a constant refrain: "But housing is always stable—people don’t just not pay their mortgage—It will never collapse."
Wealth Strategies

Modern Family Structures Raise New Issues in Estate Planning

Ryan Christine Coulson
November 21, 2017

While the pace of technological development is increasing, the ability of the law to keep up is not. These developments are having a drastic impact on the way we live, and the world is radically different today than it was just twenty years ago.
Wealth Strategies

How Much Does It Cost to Raise a Child?

Shady Jadali
November 16, 2017

The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations.
Wealth Strategies

Modern Family Structures Raise New Issues in Estate Planning

Ryan Christine Coulson
November 14, 2017

When couples with complex family situations begin to consider the legacy that they would like to leave behind, they should think long and hard about their priorities, the individual dynamics of their families, and what the concepts of fairness and equity mean to them.
Wealth Strategies

How to Choose a Trustee

Ryan Christine Coulson
November 09, 2017

Choosing a trustee is perhaps the most important action you’ll take in order to ensure that your goals in creating a trust are realized.