Portfolio Management
We prefer to work with clients who are comfortable with a fully transparent, competitive fee for advice and service in a fee-based account and construct investment portfolios within two platforms:
Discretionary portfolios: Investment Consulting Service (ICS)
Enjoy Unique Features & Benefits:
With Investment Consulting Service (ICS), you can access a wide array of institutional quality investment managers, diverse strategies, asset classes and investment styles.
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. learn more...
Non-Discretionary: Portfolio Partner(PP)
A Premium Account Service:
Designed to develop an enhanced relationship with you, Portfolio Partner(PP) allows for a professional and personalized advice on investment decisions and portfolio construction.
With the Portfolio Partner premium fee-based service, we work closely with you to implement an investment strategy tailored to your unique goals.
Enjoy the following benefits with a CIBC Wood Gundy Portfolio Partner account.
- Value through professional advice and access to a wide range of investment options.
- Preferred interest rates on cash balances and margin loans
- Commission free trading, which allows for transparency and allowing control of investment decisions.
- No annual administration fee for enrolled, registered accounts
- Renowned investment, corporate and industry research
- Detailed account statements and online access to account updates
- Potential tax benefits- deductible non registered annual fees.
- An annual fee, (either monthly or quarterly), gives you freedom to pursue your investment strategy without worrying about individual transaction costs.
Our minimum balance for this type of account is $250,000 per household. There are a maximum number of commission-free trades allowed each year, based on the value of your account. Trades and annual fees are pro-rated on an annualized basis. A standard trade fee applies for excess trades. Learn more...
