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.
1 Source: The Fee Based Report, Winter 2009, published by Investor Economics Inc.