A PORTFOLIO DESIGNED EXCLUSIVELY FOR YOU
Discretionary Portfolio Management is the management of a portfolio by a Portfolio Manager at his or her discretion based on a specific set of criteria. This process of money management allows the manager to spend more time making decisions related to the appropriateness of a particular investment for each individual portfolio. Paul and Doug have spent over 60 combined years in the investment field, and during that time, have witnessed a variety of investment ideas and products of the day. Some of the new ideas have staying power, while many disappear as quickly as they appear.
Paul and Doug have spent many years developing a disciplined investment philosophy, as well as a set of principles that guide his decision-making process. In addition, they have passed through a rigorous academic, application and review process to achieve the designations that he currently owns. The result is that as a discretionary Portfolio Managers, Paul and Doug can bring all of these attributes forward to benefit their clients and their families. They will invest the time necessary and their full expertise to understand your financial and lifestyle priorities, design a documented investment policy statement and execute day-to-day investment transactions on your behalf. The end result is an expertly managed portfolio designed just for you.
Enjoy the following benefits with a CIBC Wood Gundy Discretionary Portfolio Management/ Advisor Managed Account.
More time to focus on the important things in your life
We manage the day-to-day investment decisions so you can concentrate on what matters most to you.
Tailored to you and your needs
We 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.
