With Investment Consulting Service (ICS), you can access a wide array of institutional quality investment managers, diverse strategies, asset classes and investment styles that are otherwise not easily accessible without utilizing our platform. In particular, these strategies, asset classes, and investment styles are synonymous to what endowment funds, pension funds and institutional investors employ. As this is a separate security platform, you own the underlying stocks, bonds and other investments. There are no imbedded capital gains. This protects you from the tax consequences of events which may not have benefited you directly allowing you to keep the positive gains. We combine the expertise of several professional money managers across the globe to help grow and preserve your wealth.
Enjoy several benefits when you invest with ICS.
Personalization - Your CIBC Wood Gundy advisor develops a portfolio of investment strategies based on your objectives, risk tolerance and time horizon. Since you own the individual securities, you can apply reasonable constraints on your portfolio to restrict certain investments or exposure types.
Professional Management - Access the talent of investment management professionals from around the world who are usually only available to institutional investors. To ensure that consistent, high-quality investment decisions are made for you, we partner with institutional-quality firms that use time-tested, rigorous research processes.
Transparency - You know what you own through comprehensive account performance information, cost summaries and trade reporting. You also enjoy enhanced tax reporting with annual cost summaries to help with your filing. Costs may be tax deductible for non-registered accounts. Due to scale, ICS has been able to consistently offer significantly lower costs verse mutual funds, allowing the user to keep more of the rewards.
