investible etf strategies for canadians

Investible ETF Strategies for Affluent Canadians Maximizing Return Through the Control of Risk Expertise of a Qualified CIBC Wood Gundy Portfolio Manager Benefit from Tim’s 35 years of experience; now joined by his sons James and Daniel. The Morton Group has been managing ETF portfolios since 2009. No Trailer Fees, No Trading Commissions One flat, tax-deductible fee is all that is charged. Our incentives match your goals: To grow and protect your wealth over the long term Independence We are free to use best-in-class product, whoever may be offering it. This includes screening by fees, liquidity, performance, taxation, and quality of the issuer. Quantitative Risk Controlled Investing Relative strength screening of hundreds of ETFs on the TSX, NYSE and NASDAQ searches for the optimal risk/reward tradeoff. Downside risk controls allow for shifts to lower risk investments during periods of market stress. CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/ or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2014. CIBC Wood Gundy is most appropriate for individuals with household investable assets of $250,000. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. The Morton Group 416 369-8166 [email protected] www.themortongroup.ca Global Risk Controlled Equity Since 2009 FOR GROWTH Risk-Controlled Balanced Since 2011 FOR GROWTH & INCOME All-Season Coming January 2015 FOR DIVERSIFICATION North American Core ETFs: Income Producing ETFs: Alternative ETFs: Global Tactical ETFs: • Value • Growth • Momentum • Size • Low Volatility • Smart Beta • Emerging Markets • Single Country • Sector/Style Specific • Dividend Payers • Real Estate Trusts • Convertible Bonds • Covered Call Equity • Emerging Market Debt • Preferred Shares • High-Yield Debt • Managed Futures • Market Neutral • Black Swan Protection • Hedge Fund Replication • Commodities

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Page 1: Investible ETF Strategies for Canadians

Investible ETF Strategies for Affluent CanadiansMaximizing Return Through the Control of Risk

Expertise of a Qualified CIBC Wood Gundy Portfolio ManagerBenefit from Tim’s 35 years of experience; now joined by his sons James and Daniel. The Morton Group has been managing ETF portfolios since 2009.

No Trailer Fees, No Trading CommissionsOne flat, tax-deductible fee is all that is charged. Our incentives match your goals: To grow and protect your wealth over the long term

IndependenceWe are free to use best-in-class product, whoever may be offering it. This includes screening by fees, liquidity, performance, taxation, and quality of the issuer.

Quantitative Risk Controlled InvestingRelative strength screening of hundreds of ETFs on the TSX, NYSE and NASDAQ searches for the optimal risk/reward tradeoff. Downside risk controls allow for shifts to lower risk investments during periods of market stress.

CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2014. CIBC Wood Gundy is most appropriate for individuals with household investable assets of $250,000. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.

The Morton Group416 369-8166

[email protected]

Global Risk Controlled Equity Since 2009

FOR GROWTH

Risk-Controlled BalancedSince 2011

FOR GROWTH & INCOME

All-SeasonComing January 2015

FOR DIVERSIFICATION

North American Core ETFs:

Income Producing ETFs:

Alternative ETFs:

Global Tactical ETFs: