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

Brennan Financial Group

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Portfolio Partner

PORTFOLIO PARTNER

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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.

<p>Minimum account balance of $100,000 per household applies. There are a maximum number of commission-free trades allowed each year, based on the value of your account. Trades and annual fees are pro-rated on an annualized basis. A standard trade fee applies to excess trades.</p>

Minimum account balance of $100,000 per household applies. There are a maximum number of commission-free trades allowed each year, based on the value of your account. Trades and annual fees are pro-rated on an annualized basis. A standard trade fee applies to excess trades.

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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.