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

Margaret Cheung

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Advisor Managed Account

Address 1285 West Pender Street Suite 400 Vancouver BC, V6E 4B1
Telephone Number (604) 661-2553
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Advisor Managed Account

A PORTFOLIO DESIGNED EXCLUSIVELY FOR YOU

 

By working with us, you can expect attention, guidance and the delivery of investment solutions that meet your unique needs. Having a CIBC Wood Gundy Advisor Managed Account offers you these benefits:

 

 

• More time to focus on the important things in your life: With an expert managing the day-to-day investment decisions, you can concentrate on what matters most to you.

 

• Tailored to you and your needs: Your portfolio manager constructs 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 exactly which securities are held in your portfolio, so you can easily track your progress to your goals.

 

• Competitive fee structure: An all-inclusive fee provides you with tailored services including financial advice, portfolio development and reviews, trade execution and comprehensive reporting.

 

• The option to exclude specific investments: You decide. For instance, if you are passionate about responsible investing, you can exclude companies that do not meet your environmental, social and governance standards.

 

• Greater control over tax considerations: Your portfolio manager identifies the most tax-efficient manner to build your portfolio.

 

 
 
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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.