Our investment consulting service allows you to choose a fund manager with the help of a highly experienced investment advisor. With thousands of professional investment management firms worldwide, the task of finding and hiring is complex. CIBC Wood Gundy ICS is your gateway to an institutional-quality service, opening the door to experienced investment managers from around the world. By combining the help of the Nemeth Wealth Management team and the objective guidance and monitoring of the many professionals in the investment management research team, a portfolio to fit your individual objectives can be achieved. Our strict due diligence and ongoing monitoring ensures all of your selected investment managers continue to meet our high standards.

Other benefits of ICS include

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, fee summaries and trade reporting. You also enjoy enhanced tax reporting with annual fee summaries to help with your tax filing. Fees may be tax deductible for non-registered accounts.

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