Fee-based Investing Services

Successful investing is more than just a series of transactions. Fee-based investing has many advantages compared to traditional commission-based accounts. Fee-based accounts do not charge transaction fees every time a trade is made. Instead, a monthly or quarterly fee is charged based on the assets in your account. The foundation of a fee-based account is to benefit from the advice of our team, while knowing that someone you trust is looking out for your best interests. This service includes investment advice, portfolio constructions, rebalancing, keeping you informed, and ongoing monitoring of your portfolio - giving you freedom to focus on what is most important to you.

Fee-based investing comes in many forms and we offer a choice of services and solutions to meet your investment needs.

 

Investment Consulting Services (ICS)

Effectively managing your investments requires an in-depth knowledge of economic conditions, market forces, and the complex financial environment. If you are like many investors, the demands on your schedule do not allow you to dedicate as much time to the management of your financial affairs as you would like.

Investment Consulting Service is an exclusive service for clients with sophisticated needs. It offers the breadth of choices you expect from a major investment firm and provides you access to an institutional-style of investing. Through Investment Consulting Service, you are provided with:

A custom portfolio tailored to your investment objectives and risk profile

Access to a wide range of investment strategies enabling us to build a balanced, diversified institutional-style portfolio at a competitive fee for you

Confidence in knowing that CIBC Wood Gundy, Canada's leader in separately managed accounts, and its due diligence team will continuously monitor the investment managers to ensure that they continue to perform to our high standards

Controlled risk through the strategic combination of a broad selection of asset classes, geographic regions, market capitalizations, investment management styles and individual investment managers

Investment Consulting Service is just one of the managed money solutions that we offer to you.

 

Retirement Solutions

Whether saving for retirement or a child's post-secondary education, registered accounts are a tax-effective addition to any investment portfolio. We offer the following registered account options for you:

Registered Retirement Savings Plan (RRSP)

Registered Education Savings Plan (RESP)

Registered Retirement Income Fund (RRIF)

Tax-Free Savings Account (TFSA)

First Time Homebuyers Account (FHSA)

Locked-In Retirement Account (LIRA)

 

Contact us to learn more about our offerings and how we can help you.