CIBC Wood Gundy Investment Consulting Service (ICS) is Canada's leading Separately Managed Account (SMA)1 program and your gateway to institutional investing. With ICS, you can access the talent of investment management professionals from around the world – professionals not normally available to individual investors.
You can customize your portfolio, tailoring it to your needs. ICS takes an individualized approach to portfolio management, with a high level of customization.
ICS places you and your advisor on the same side of the table, sharing the same goal: to see your assets grow.
Your advisor becomes your consultant. Building your wealth begins with a discussion of your goals, timeline and risk tolerance, and continues with a personalized strategy that is tailored to your changing lifestyle. Regular meetings with your Investment Advisor – the frequency is up to you – keeps you and your Investment Advisor on track, ensures you always know the status of your investments and, if necessary, allows you to make adjustments to your investments that reflect your changing lifestyle.
Tax-efficient Solutions
ICS fees may be tax deductible for non-registered accounts, potentially making you eligible for tax savings on a portion of the fees you pay. And because you own the individual securities, you can work with your Investment and Tax Advisors to implement tax-efficient solutions.
We perform extensive research to bring you managers from around the world. Dedication of Resources – Our CIBC Asset Management Inc. Investment Management Research (CAMI IMR) team are dedicated solely to uncovering investment managers that meet our standards.
They do this through screening, tracking and evaluation.
Strict Process
In order for a manager to become part of ICS, the CAMI IMR team uses a stringent six-step process to evaluate investment managers. This process involves four key elements that emphasize objectivity and discipline including: the organization itself, the investment process, client service and performance.
Extensive Reporting
We deliver extensive reporting, making your portfolio reviews simple and straightforward.
Comprehensive reporting integrates all of your ICS portfolio information into one, easy to follow statement. Each quarter, you will receive your Quarterly Portfolio Review (QPR). In addition, you will receive year-end Realized Gain/Loss and Annual Fee Summaries.
