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

Persaud Wealth Management

  • Home
  • Our Team
  • Services
    • Portfolio Management
  • Why?
  • The Pursuit of the Intrinsic
  • Insights & Publications
    • Blog
    • Market Insights
    • Canadian Depository Receipts
  • Contact us

Portfolio Management

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 429-8920
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Discretionary Portfolio Management

Choose Freedom

Imagine being free from the concerns and ongoing decisions that come with managing your investments. With more time, you can concentrate on what matters most to you.
 
With a CIBC Wood Gundy Advisor Managed Account, you engage an expert to take care of your wealth. You work with a portfolio manager to create a customized portfolio of investments based on your unique needs. Then you delegate the day-to-day decisions to your portfolio manager. This is discretionary money management and it is how you choose freedom.
 

Place Your Wealth in Good Hands

When considering portfolio manager candidates, CIBC Wood Gundy seeks advisors with extensive experience and a thorough knowledge of market and economic conditions. Our portfolio managers are held to the highest of industry standards. 

By developing the ideal combination of securities based on your needs, risk tolerance and time horizon, your portfolio manager aims to maximize your returns. A dedicated consultant and oversight team continually monitor our portfolio managers to ensure they consistently provide outstanding service and expertise.

 

 

Our Integrated Wealth Management Approach

At CIBC Private Wealth, every element of our integrated wealth management approach is designed to support your goals. Our integrated approach is built around four key pillars. It all starts with understanding you, and your goals and your values, which are supported by our customized services and expert guidance to keep you moving forward.

 

By partnering with our teams across CIBC Private Wealth, you access industry-leading financial, estate and business planning professionals and solutions.

Please contact us to find out more about our integrated wealth management approach, and how AMA can help you reach your goals.

 
 
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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.