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Nemeth Investment Group

  • Home
  • About Us
    • Our Story
    • Our Team
    • Our Process
    • Our Philosophy
    • FAQ's
  • Services
    • All Services
    • Advisor Managed Account (AMA)
    • Investment Consulting Service (ICS)
    • Custom Accounts (CA)
  • Our Portfolios
    • All Portfolios
    • Delaware Income Portfolio
    • Delaware Global Growth Portfolio
    • Delaware Strategic Balanced
    • Performance Results
  • Contact us

Investment Consulting Service (ICS)

Get in touch

Get the clarity and confidence in your investments you need to achieve your financial goals.

Contact us

Get in touch

Get the clarity and confidence in your investments you need to achieve your financial goals.

Contact us

Investment Consulting Service (ICS)

Select From the Best

Our investment consulting service allows you to choose a fund manager with the help of a highly experienced investment advisor. 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 our team with the objective guidance and monitoring of the many professionals in the investment management research team, a portfolio fit to your individual objectives is achieved. Our strict due diligence and ongoing oversight ensure all of your selected investment managers continue to meet our high standards.

 

Other Benefits of ICS Include

 

Arrow iconPersonalization

Richard 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.

 

Arrow iconProfessional Management

Access the talent of investment management professionals from around the world who are usually only available to institutional investors. To ensure that consistent and high-quality investment decisions are made for you, we partner with institutional-quality firms that use rigorous research processes.

 

Arrow iconTransparency

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 tax-filing. Fees may be tax-deductible for non-registered accounts.

 

We would be happy to meet for a non-obligation appointment to show what we can offer. Schedule an appointment today!

To Learn More

Book an Appointment

Call: (519) 640-7740

   Next: Custom Accounts

 

<p>&trade; CIBC Wood Gundy Investment Consulting Service is a trademark of CIBC World Markets Inc. CIBC Wood Gundy will be responsible to CIBC Wood Gundy Investment Consulting Service clients for the advice provided by any Investment Manager. The ICS Program Manager, CIBC Asset Management Inc., is a subsidiary of CIBC.</p>
 

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<p>CIBC Private Wealth consists of services provided through CIBC Wood Gundy, a division of CIBC World Markets Inc.&nbsp;&nbsp;</p> <p>CIBC Private Wealth services are available to qualified individuals.&nbsp;&nbsp;</p> <p>Individuals are&nbsp;advised to seek&nbsp;advice&nbsp;regarding&nbsp;their&nbsp;particular circumstances&nbsp;from their personal tax and legal advisors.&nbsp;&nbsp;</p> <p>This document is provided for general informational purposes only and does not constitute investment, legal or tax advice. The information contained in this document has been obtained from sources believed to be reliable and is believed to be&nbsp;accurate&nbsp;at the time of publishing, but we do not&nbsp;represent&nbsp;that it is&nbsp;accurate&nbsp;or&nbsp;complete&nbsp;and it should be relied upon as such. All opinions and estimates expressed in this document are as of the date of publication unless otherwise&nbsp;indicated, and&nbsp;are subject to change. The material and/or its contents may not be reproduced without the express written consent of CIBC.</p>
 
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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.