CIBC Wood Gundy Investment Consulting Service (ICS) is a Separately Managed Account (SMA) program and your gateway to institutional investing. With ICS, you gain access to investment management professionals from around the world – experts typically unavailable to individual investors.
ICS offers a highly individualized approach to portfolio management. You can customize your portfolio to suit your unique needs, ensuring a tailored investment experience.
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, followed by a personalized strategy that adapts to your changing lifestyle. Regular meetings with your Investment Advisor – scheduled at your preference – keep you informed on your investments and allow for timely adjustments as your needs evolve.
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.
Strict Process
Our CIBC Asset Management Inc. Investment Management Research (CAMI IMR) team is dedicated to identifying investment managers who meet our rigorous standards.
To become part of ICS, managers undergo a stringent six-step process evaluation process by the CAMI IMR team. This process emphasizes objectivity and discipline focusing on four key elements: the organization, 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.
