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

Carlomusto Investment Team

  • Home
  • About us
    • Our team
    • How we do it
  • Services
    • Our solutions
    • Investment process
    • Cost of services
    • Integrated wealth management
  • Market insights
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  • Contact us
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Cost of services

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Cost of services

We pride ourselves on providing our clients with fully transparent advice and full disclosure on the costs associated with our advice. This means you will always know how we manage your assets, how we are compensated, and how much we are compensated.

 

We will proactively keep you informed about what is going on in the marketplace and how it does, or does not, affect your portfolio.

Below illustrates what portion of our costs are allocated to providing our clients with value added services such as executing trades, detailed reporting, investment research, asset allocation and investment selection, financial planning, tax reporting and organization to provide to your accountant, and exclusive client events.

Cost-Based Service

 

Expertise

Investment Advisor Team Professional Partnerships (Tax, Legal, Real Estate, Commercial/Investment Banking) World Renowned Investment Research  World Class Investment Managers

 

Integrated Wealth Planning

Financial Retirement & Estate Corporate & Succession Charitable Giving

 

Investment Solutions

Managed Portfolios Alternative Investments Liquidity Solutions Insurance / Trusts Cash Management Charitable Foundations Individual Pension Plans /Retirement Compensation Arrangements

 

VIP Client Servicing

Detailed Monthly Statements Customized Quarterly Performance Reporting Tax Reporting Monthly / Quarterly Reviews Exclusive Client Events Client Relations Contact Centre

Wood Gundy Online

 

Day-To-Day Administration

Custodial & Safekeeping Trustee

Account Insurance Branch Overhead and Support Staff

Trade Execution Technology

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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.