A PORTFOLIO DESIGNED EXCLUSIVELY FOR YOU
By working with us, you can expect attention, guidance and the delivery of investment solutions that meet your unique needs. Having a CIBC Wood Gundy Advisor Managed Account offers you these benefits:
• More time to focus on the important things in your life: With an expert managing the day-to-day investment decisions, you can concentrate on what matters most to you.
• Tailored to you and your needs: Your portfolio manager constructs a suitable investment strategy that goes hand-in-hand with your goals, risk tolerance and time horizon.
• A clear picture of your portfolio of investments: You know exactly which securities are held in your portfolio, so you can easily track your progress to your goals.
• Competitive fee structure: An all-inclusive fee provides you with tailored services including financial advice, portfolio development and reviews, trade execution and comprehensive reporting.
• The option to exclude specific investments: You decide. For instance, if you are passionate about responsible investing, you can exclude companies that do not meet your environmental, social and governance standards.
• Greater control over tax considerations: Your portfolio manager identifies the most tax-efficient manner to build your portfolio.