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

Velikonja Financial

  • Home
  • About Us
    • Our Team
    • Our Core Values
    • Our Investment Philosophy
  • Our Family Office Services
    • What We Do
    • How We Work
    • Who We Serve
  • Our Perspective
    • Videos
    • Blogs
    • Book Recommendation
  • Market Insights
  • Our Community
  • Contact us

Our Investment Philosophy

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7707
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Our Investment Philosophy

Our investment philosophy has been cultivated through years of experience in managing clients' Global portfolios. We would rather be long-term owners of assets - whether it's stocks, bonds, or real estate - versus being a short-term speculator. 

 

The foundation of our philosophy is based on the following principles: 

 

A picture about short-term vs. long-term thinking. Long-term Thinking 

"Investing prudently in the present with an optimistic view of the future"

 

We want to be long-term owner of assets. We're not concerned about what will take place in the next few months, but how will these investments fare in 5-10 years and beyond. 

 

 


 

A picture about weighting the risk vs. reward.

Risk Management

"The best investors do not target return; they focus on risk, and only then decide  whether the projected return justifies taking each particular risk." 

- Seth Klarman 

 

Risk management is the foundation of a sound investment strategy. We believe that the preservation of principal and risk mitigation is as equally important as the return on capital. 

 


A picture of newspapers highlighting the words "tough times."

Quality

"The quality of  a business is shown in tough times"

 

We look for quality assets that perform well not just in good times, but are resilient in the temporary and inevitable economic downturns. Businesses that are a leaders in their field, and will still be around 20 years or more. 

 

 


 

Income Generationa picture with word "income"

"A steady, dependable dividend stream can provide a nice ballast to a portfolio's return." 

 

Investment income is significant because it is the money from which you will live without eroding your principal. 

 

 


A picture about emotion vs. logic

Objectivity

"We view the market's downturn as a temporary decline in the permanent advancement"

 

At the extremes of economic optimism and pessimism, we look to make objective decisions. We recognize that there are no perfect investments, but we look to put capital to work, acting unemotionally when opportunities present themselves.

 
 
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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.