Highly Specialized Services For Select Clientele
At CIBC, we recognize that individuals with significant wealth tend to have more complex situations that require a more holistic approach to financial planning. In fact, these individuals often need solutions that go beyond the scope of traditional investment services; solutions involving the expertise of individuals from a wide range of specialties. It's not often that you'll find such experts under one roof... unless you're a CIBC Wood Gundy client.
Through CIBC Wealth Advisory Services, you will benefit from an approach that integrates all facets of wealth management into a cohesive plan that considers your entire financial picture and provides actionable recommendations, most often in the areas of tax planning, estate planning, business transition planning and philanthropy.
As your Investment Advisor, I am the conduit to CIBC Wealth Advisory Services and your CIBC dealings. By engaging a CIBC Wealth Advisor, we can work together with your accountant, lawyer, and any other trusted advisors to create a robust financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family, your business, and your future.
Investment Consulting Service
ENJOY UNIQUE FEATURES AND BENEFITS
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.
