The Rational Reminder Podcast · Thursday, July 16, 2026
During a recent meeting, the PWL investment committee discussed new CIBC ETFs in Canada, which are seen as competitors to Dimensional funds. They also discussed the firm's active acquisition strategy and the process of integrating acquired firms' portfolios to align with PWL's philosophies.
“But then we also had a pretty good sort of round table discussion about the new CIBC ETFs here in Canada, which are of course competing with the dimensional funds that we currently use.”
“So we just talked about our thoughts on that and how we might approach analyzing those and deciding what to do with them, whether we would use them with clients.”
“As listeners likely know, we've been more active in acquiring other existing wealth management firms and integrating them into PWL.”