A PREMIUM ACCOUNT SERVICE

With the Portfolio Partner premium fee-based service, we work closely with you to implement an investment strategy tailored to your unique goals. We then work together to manage your portfolio on an ongoing basis so you can focus on what matters most to you.

Enjoy the following benefits with a CIBC Wood Gundy Portfolio Partner account.

• Professional advice and access to a wide range of investment option

• Preferred interest rates on cash balances and margin loans

• No annual administration fee for enrolled, registered accounts

• Potential tax benefits

• Renowned investment, corporate and industry research

• Detailed account statements and online access to account updates

An annual fee, (either monthly or quarterly), gives you  freedom to pursue your investment strategy without worrying about  individual transaction costs.