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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Pope Team

  • Home
  • About us
    • Meet the Pope Team
    • Our philosophy
    • Testimonials
    • Blog
  • Services
    • Our solutions
    • Advisor Managed Account
  • Market insights
  • Newsletters and Resources
    • Pope team newsletters
    • Library
    • Useful links
  • Community
  • Contact us
 

Advisor Managed Account

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ADVISOR MANAGED ACCOUNT

A PORTFOLIO DESIGNED EXCLUSIVELY FOR YOU

With a CIBC Wood Gundy Advisor Managed Account, we work together to create a customized portfolio of investments based on your goals. As your Portfolio Manager I’ll provide you with guidance and the delivery of investment solutions that meet your unique needs.

 

Enjoy the following benefits with a CIBC Wood Gundy Advisor Managed Account.

 

More time to focus on the important things in your life

I manage the day-to-day investment decisions so you can concentrate on what matters most to you.

 

Tailored to you and your needs

I construct a suitable investment strategy that goes hand-in-hand with your goals, risk tolerance and time horizon.

 

A clear picture of your portfolio of investments

You know which securities are held in your portfolio, so you can easily track your progress to your goals.

 

Competitive fee structure

You receive tailored services including financial advice, portfolio development and reviews, trade execution and comprehensive reporting for one all-inclusive fee.

 

The option to exclude specific investments

You decide. For instance, if you’re passionate about responsible investing, you can exclude companies that don’t meet your environmental, social and governance standards.

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.