You can access a variety of fee-based investment services when you engage with us. Build and grow your portfolio by working closely with our team. If you prefer to take a hands-off approach, leave the investment decisions to professional investment managers. The choice is yours.
Advisor Managed Account
With a CIBC Wood Gundy Advisor Managed Account, we work together to create a customized portfolio of investments based on your goals. As your Portfolio Manager, I’ll provide you with guidance and the delivery of investment solutions that meet your unique needs.
Investment Consulting Service
Your success is at the centre of everything we do, as CIBC Wood Gundy Investment Consulting Service (ICS) helps you achieve your unique financial goals. With ICS, you can concentrate on what matters most to you. With our separately managed account program, you maintain control over your portfolio, but leave the daily investment decisions to us. You hold all stocks, bonds, cash and other investment securities in your name in one or more separate accounts. Discover what ICS offers you as part of an overall wealth strategy.
Portfolio Partner - A premium account service
With the Portfolio Partner premium fee-based service, we work closely with you to implement an investment strategy tailored to your unique goals. We then work together to manage your portfolio on an ongoing basis, so you can focus on what matters most to you. An annual fee, (either monthly or quarterly), gives you freedom to pursue your investment strategy without worrying about individual transaction costs.