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

Chisholm Advisory Group

  • Home
  • About us
    • Our team
    • Team philosophy
  • Services
    • Our solutions
    • Investment Consulting Service (ICS)
    • Portfolio partner
  • Market insights
  • Community
  • Contact us
  • Education Seminars

Portfolio partner

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 420-6213
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Portfolio Partner

Value

Your CIBC Wood Gundy Investment Advisor offers a range of value-added services that are included in your Portfolio Partner annual fee. From professional investment advice and one-onone meetings and access to insightful research, Portfolio Partner is more than just an account – it is an all-inclusive investment service designed to help you achieve your financial goals.

Commission Free Trading

Paying an annual fee, either monthly or quarterly, instead of commissions on every transaction, grants you the freedom to pursue your investment strategy without being concerned with individual transaction costs. One fee means predictability, transparency and unlimited service, allowing you to make changes to your investments when opportunities arise.

 
 
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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.