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

Stewart Beaumont Investment Group

  • Home
  • About us
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    • Our solutions
    • Fee-based investment services
    • Investment Consulting Service
  • Market insights
  • Contact us
  • Blog

Fee-based investment services

Address 399 Main Street Suite 105 Penticton BC, V2A 5B7
Telephone Number (250) 770-2101
Email Email us
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FEE-BASED INVESTMENT SERVICES

You can access a variety of fee-based investment services when you engage with us. Build and grow your portfolio by working closely with our team. If you prefer to take a hands-off approach, leave the investment decisions to professional investment managers. The choice is yours.

 

Advisor Managed Account

With a CIBC Wood Gundy Advisor Managed Account, we work together to create a customized portfolio of investments based on your goals. As your Portfolio Manager, I’ll provide you with guidance and the delivery of investment solutions that meet your unique needs.

Investment Consulting Service

Your success is at the centre of everything we do, as CIBC Wood Gundy Investment Consulting Service (ICS) helps you achieve your unique financial goals. With ICS, you can concentrate on what matters most to you. With our separately managed account program, you maintain control over your portfolio, but leave the daily investment decisions to us. You hold all stocks, bonds, cash and other investment securities in your name in one or more separate accounts. Discover what ICS offers you as part of an overall wealth strategy.

Portfolio Partner - 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. 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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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.