ADDING VALUE AT EVERY TURN

We're here to anticipate and support your needs, plain and simple. You may be an investor who wants to be involved in managing your portfolio, or you may be a client who is comfortable letting the experienced team at Forge do that for you. Our products, service offering and efficient infrastructure is designed to fit clients at both ends of the spectrum, while at the same time, bringing all aspects of your financial landscape into focus.

BENEFIT FROM A COMPREHENSIVE FINANCIAL ROADMAP

Our advisory service is consistent and transparent, with as much access to the Forge team as you require. At the forefront of our service is the Advisor Managed Portfolio Service (AMPS). The benefit of AMPS includes:

• A disciplined and consistent approach to investment, cash, and tax management
• Independent oversight by the CIBC Wood Gundy Advisor Managed Account (AMA) Business Effectiveness team
• Freedom from day-to-day investment decisions
• Client focused services
  • Financial planning
  • Cash and tax management (personal and corporate)
  • Regularly scheduled one-on-one portfolio reviews
  • Access to CIBC research and Forge team insights and analysis
  • Ongoing integration and communication with your other advisors (i.e. tax and legal)
  • Administrative assistance with your banking needs
  • Online account access

BENEFIT FROM A DIVERSE PRODUCT OFFERING

Advisor Managed Accounts

This offering accommodates investment strategies created and managed by Forge. Each investment strategy is designed by our team to target a specific investment need.

Investment Consulting Service

This offering provides a breadth of investment fund choices selected by CIBC Wood Gundy and vetted by the Forge team, and then selected for your portfolio. This third-party institutional style of investing allows Forge to recommend investments that suit your objectives.

Portfolio Partner Account

This proprietary CIBC Wood Gundy offering gives Forge the ability to provide a tailored investment strategy that expands on your current investment portfolio.

Asset Advantage Account

As a member of CIBC Wood Gundy, Forge can provide clients with a simplified integration of your investment account with your day-to-day cash management.

• Investment Accounts
• Registered Retirement Savings Plan (RRSP)
• Registered Retirement Income Fund (RRIF)
• Registered Disability Savings Plan (RDSP)
• Registered Education Savings Plan (RESP)
• Tax-Free Savings Account (TFSA)
• Locked-In Plans
• Individual Pension Plans (IPP)
• Foreign Exchange
• Insurance
• Charitable Giving