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

Lee Appleton

  • Home
  • About us
    • Our team
    • Our client focus
    • Our process & approach
    • How do we differ?
  • Services
    • Our solutions
    • Investment Consulting Service
    • Portfolio Partner
  • Market insights
  • Community
  • Contact us

Investment Consulting Service

Address 1708 Dolphin Avenue Suite 1007 Kelowna BC, V1Y 9S4
Telephone Number (250) 717-2608
Email Email us
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INVESTMENT CONSULTING SERVICE

ENJOY UNIQUE FEATURES AND BENEFITS

With Investment Consulting Service (ICS), you can access a wide array of institutional quality investment managers, diverse strategies, asset classes and investment styles. You can also choose from a curated selection of mutual funds, pooled funds and exchange- traded funds. We combine the expertise of numerous CIBC groups to help grow and preserve your wealth.

Enjoy several benefits when you invest with ICS.

Personalization – Your CIBC Wood Gundy advisor develops a portfolio of investment strategies based on your objectives, risk tolerance and time horizon. Since you own the individual securities, you can apply reasonable constraints on your portfolio to restrict certain investments or exposure types.

Professional Management – Access the talent of investment management professionals from around the world who are usually only available to institutional investors. To ensure that consistent, high-quality investment decisions are made for you, we partner with institutional-quality firms that use time-tested, rigorous research processes.

Transparency – You know what you own through comprehensive account performance information, fee summaries and trade reporting. You also enjoy enhanced tax reporting with annual fee summaries to help with your tax filing. Fees may be tax deductible for non-registered accounts.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.