INVESTMENT CONSULTING SERVICE
With Investment Consulting Service (ICS), you can access a wide array of institutional quality investment managers, diverse strategies, asset classes and investment styles. You can also choose from a curated selection of mutual funds, pooled funds and exchange- traded funds. We combine the expertise of numerous CIBC groups 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, 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.
