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

Ken Hayward

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Managed accounts

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Managed accounts

Advisory Managed Accounts (AMA) Program

Professional, fully managed account

Your account will be professionally managed by a discretionary Portfolio Manager according to your specific needs.

 

Unrivaled expertise

CIBC Wood Gundy Portfolio Managers are able to provide you with the benefit of their unique expertise gained from having met the most stringent business qualification criteria and industry requirements.

 

Freedom from day-to-day trading decisions

Calls on every trade are eliminated, evolving the nature of your conversations with your Portfolio Manager.

 

Transparent fee-based billing

The transparent fee-based billing aligns your interests with those of your Portfolio Manager and also provides you with tax deductions on fees.

 

Enhanced reporting

You will receive top quality quarterly portfolio reviews, reserved for only our most valued services.

Investment Consulting Service (ICS)

Profit From Professional Management With CIBC Wood Gundy Investment Consulting Service 

Effectively managing your investments requires in-depth knowledge of economic conditions, market forces, and the complex financial environment. If you're like many investors, the demands on your schedule don't allow you to dedicate as much time to the management of your financial affairs as you would like.
Investment Consulting Service is an exclusive investment service for clients with sophisticated needs. It offers the breadth of choices you expect from a major investment firm and provides 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 accounts1, 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 I offer my clients.

 

CIBC Wood Gundy is responsible for the advice provided to CIBC Wood Gundy Investment Consulting Service (“ICS”) clients by any of the ICS investment managers. The ICS program manager, CIBC Asset Management Inc., is a subsidiary of CIBC. ™CIBC Asset Management is a registered trademark of Canadian Imperial Bank of Commerce - CIBC Asset Management Inc. licensee.
1 Source: The Fee Based Report, Winter 2009, published by Investor Economics Inc.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.