Profit From Professional Management With CIBC Wood Gundy Investment Consulting Service
Effectively managing your investments requires in-depth knowledge of economic conditions, market forces, and the complex financial environment. If you're like many investors, the demands on your schedule don't allow you to dedicate as much time to the management of your financial affairs as you would like.
Investment Consulting Service is an exclusive investment service for clients with sophisticated needs. It offers the breadth of choices you expect from a major investment firm and provides access to an institutional-style of investing.
Through Investment Consulting Service you are provided with:
- A custom portfolio tailored to your investment objectives and risk profile.
- Access to a wide range of investment strategies enabling us to build a balanced, diversified institutional-style portfolio at a competitive fee for you.
- Confidence in knowing that CIBC Wood Gundy, Canada's leader in separately managed accounts1, and its due diligence team will continuously monitor the investment managers to ensure that they continue to perform to our high standards.
- Controlled risk through the strategic combination of a broad selection of asset classes, geographic regions, market capitalizations, investment management styles and individual investment managers.
Investment Consulting Service is just one of the managed money solutions I offer my clients.
CIBC Wood Gundy is responsible for the advice provided to CIBC Wood Gundy Investment Consulting Service ("ICS") clients by any of the ICS investment managers. The ICS program manager, CIBC Asset Management Inc., is a subsidiary of CIBC. ™CIBC Asset Management is a registered trademark of Canadian Imperial Bank of Commerce – CIBC Asset Management Inc. licensee.
1 Source: The Fee Based Report, Winter 2009, published by Investor Economics Inc.
Axiom Portfolios
Offered through our partners, CIBC Asset Management Inc., Axiom Portfolios provide the benefits and peace of mind of sophisticated portfolio management while simplifying the administration, management and reporting of a portfolio.
With eight portfolios to choose from, investing in Axiom Portfolios provides:
- Access to the accumulated knowledge and expertise of managers from across Canada and around the world.
- Risk management through rigorous due diligence and built-in rebalancing. Axiom benefits from the oversight provided by a dedicated and experienced team of investment professionals who selects and monitors the investment managers of underlying investments of Axiom.
- Multiple levels of diversification. By diversifying at multiple levels, the risks associated with an over reliance on any one individual stock, fund, sector, geographical region or management style are minimized.
- Comprehensive quarterly reporting.
Axiom Portfolios are designed to meet the needs of various types of Canadian investors. For more information, contact us today.
™Axiom and Axiom Portfolios are registered trademarks of CIBC Asset Management Inc. (CAMI). CAMI is the portfolio advisor, manager and trustee of the Axiom Portfolios. CAMI is a wholly-owned subsidiary of CIBC and, therefore, an affiliate of CIBC Wood Gundy. The Axiom Portfolios are connected issuers of CIBC World Markets Inc.
Asset Advantage Account® (AAA) Delivers Successful Money Management
Asset Advantage Account simplifies your life by conveniently integrating your investment account with the management of your everyday finances. A multi-faceted investment service that integrates all your investment, banking and borrowing transactions into one easy-to-access account, AAA seamlessly links my financial expertise with the banking resources of CIBC.
The features of AAA include:
- One-to-one personalized investment services
- Powerful compounding on cash balances: CIBC Wood Gundy's best interest rates on Canadian and U.S. funds
- Interest rates on margin accounts that are among the lowest in the industry, applicable regardless of the size of the loan
Convenient banking features include:
- Access anywhere, anytime to your accounts 24 hours a day, seven days a week through CIBC Online and Telephone Banking
- Comprehensive reporting to help you manage your portfolio
Asset Advantage Account is an integrated financial management solution that allows you to consolidate your most important financial services in a single account.
®Registered Trademark of CIBC World Markets Inc.