But if you hold large positions in a single company stock, you may face tax and regulatory constraints that make traditional methods of diversifying assets unfeasible. CIBC Oppenheimer offers a range of sophisticated strategies to protect and enhance the value of your assets. They can help you make informed decisions and then execute your strategy in a timely manner with a minimum of hassle. As a corporate executive, you may own restricted stock or control stock that you have considered selling. Whether these assets represent a small or sizeable portion of your overall net worth, transactions in these types of securities require special attention.
Many companies offer stock options as non-salary compensation.
They are called options because employees may choose, but are not obligated, to buy the stock. Exercising these options, too, can require special care. By hedging, you seek to protect your portfolio against a decrease in the value of a particular stock through the use of options. Monetizing Strategies Monetizing enables you to generate cash from your position without selling a stock outright. Publicly Offered and Privately Placed Investment Products CIBC Oppenheimer offers a wide variety of investment products that aim to give you optimal combinations of standard debt and equity instruments with returns linked to the performance of currencies, commodities, equities and interest rates.