Advisor Managed Accounts

Tom Hasker is a qualified CIBC Wood Gundy Portfolio Manager who personally designs portfolios reflecting various investment styles for the exclusive use of his clients. The Portfolio Manager designation requires the successful completion of industry courses, years of industry experience, and registration with the Investment Dealers Association. In addition to these requirements, CIBC Wood Gundy has its own standards for Portfolio Managers. As your Investment Advisors and qualified Portfolio Managers, Tom Hasker and Sean Mason will work with you to select the portfolio that fits you — according to your investment goals, risk tolerance and time horizon. The Advisor Managed Account gives you the expertise of CIBC Wood Gundy's portfolio services, personalized service and freedom from day-to-day investing decisions. This is an investment solution directly connecting you to an expert you already have a relationship with, who can manage your portfolio on a daily basis. To make sure you are kept up to date on the progress of your portfolio, CIBC Wood Gundy prepares top quality Quarterly Portfolio Reviews, reserved for only our most prestigious services. These reviews detail your personal investment holdings, which are not pooled with other investors. We also provide comprehensive year-end tax reporting. Please contact us to obtain a copy of our current Income & Growth Portfolio.