Benefit From A Proven Investment Management Approach

 

Creating Customized Solutions

To implement your wealth management plan, CIBC Wood Gundy offers everything you need to build a well-rounded investment portfolio, including customized financial products, as well as strategies designed for your specific needs and situation.

 

Investment Flexibility And Choices

We offer a full menu of investment strategies designed to meet the unique needs of affluent investors, including tax-efficient portfolios, exchange traded funds and alternative investments. Whether your goals include growing your assets, preserving your capital or adding exposure to non-traditional asset classes, we offer you the products, people, expertise and resources needed to achieve them.

 

Access To Leading Portfolio Managers

When you invest with CIBC Wood Gundy, you can choose from leading portfolio managers from around the world. We employ a rigorous screening process to identify portfolio managers whose investment strategies and proven track records make them highly qualified to manage your money. Only those managers who meet our exacting standards are included in our program. As a result, you will have access to the same level of professional money management used by many of the world's largest private investors.

 

Full Disclosure And Open Communication

We believe it's important for you to know exactly what you're paying in terms of investment fees and expenses. We'll make sure that you understand all costs before implementing any investment solution. Whether you choose the simplified fee-based approach or the transaction-based approach is entirely up to you. Knowing that open communication is the foundation of a successful relationship, We will keep you informed of any changes related to your investment program on an ongoing basis.

 

Helping Clients Find Tailored Solutions

 

Simplifying Portfolio Management

Large portfolios require a lot of time and attention to monitor. When a client who had relationships with several different money managers asked us for an easier way to keep track of his investments, we recommended managed assets solutions. We showed him how he could gain access to leading managers for each asset class in his portfolio through a single relationship with CIBC Wood Gundy. Today, our client pays one set fee for all of his investments. He also receives a single, consolidated report every quarter, detailing the performance of each investment strategy in his account. To ensure that his investment strategies adhere to their stated objectives, our managed assets solutions program provides ongoing oversight of his portfolio's investment managers. Our client now spends less time reviewing his portfolio and more time enjoying life.

 

Investing With Confidence

We believe it's important for you to know exactly what you're paying in terms of investment fees and expenses. I'll make sure that you understand all costs before implementing any investment solution. Whether you choose the simplified fee-based approach or the transaction-based approach is entirely up to you. Knowing that open communication is the foundation of a successful relationship, I will keep you informed of any changes related to your investment program on an ongoing basis.